TRG Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Although categorized as an investment manager, the firm—established in 2025 and operating as a sole proprietorship—describes services for individuals, families, small businesses, nonprofit organizations, and employer‑sponsored retirement plans. Its service menu in the brochure includes comprehensive and ongoing financial planning, discretionary and non‑discretionary investment management, one‑time financial snapshots, and ERISA retirement plan consulting.
The firm’s stated investment approach emphasizes diversification, cost- and tax‑efficiency, long‑term discipline, and use of low‑cost ETFs and mutual funds, supported by fundamental and technical analysis, economic trend assessment, and Monte Carlo planning tools. Fee arrangements are flexible: in addition to standard percentage‑of‑AUM portfolio fees, the firm discloses less common options for its peer group such as hourly or project‑based billing and fixed planning retainers or flat‑fee engagements.
Distinctive aspects relative to many peers include explicit ERISA services—non‑discretionary 3(21) fiduciary consulting with the option to act as a 3(38) discretionary manager upon request—and a range of engagement formats from one‑time snapshots to ongoing retainers. The brochure also notes the firm is newly registered with no assets under management as of the filing date and highlights the proprietor’s background in investment and retirement consulting along with educational and media activities, which the firm says do not create material conflicts.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Debt management
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
Comprehensive Financial Planning: $1,500 to $3,000 flat fee; One-Time Financial Snapshot: $500 to $1,500 flat fee.
Hourly/project-based services charged generally $150 to $300 per hour.
Account minimum: Minimum account sizes or minimum fees may be applied at the Firm’s discretion (no specific amount stated) Fee-only: Comprehensive Financial Planning flat fees from $1,500 to $3,000; Ongoing Planning Retainer $150 to $500 per month billed quarterly in advance; One-Time Financial Snapshot flat fee $500 to $1,500; Hourly/project-based fees $150 to $300 per hour.
Main office location
TRG Financial
7800 Amelia Rd
Houston TX 77055, United States
Number of offices
1
Most active in
TRG Financial has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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