Rohr Financial Advisors is an independent registered investment advisory firm based in Arroyo Grande, California, founded and led by Daniel Rohr. The firm specializes in comprehensive financial planning designed to help individuals, families, and businesses achieve long-term financial stability. Core services include retirement planning, tax planning strategies, estate planning coordination, education funding, and insurance planning recommendations. Rather than managing investment portfolios directly, Rohr Financial Advisors creates customized financial roadmaps and collaborates with clients through interviews, questionnaires, and detailed document reviews. Upon completing a financial plan, Rohr Financial Advisors may refer clients to external partners—such as OneDigital Investment Advisors for investment management—while earning referral fees, or to Rohr and Associates for accounting and tax services.
Fee Structure
- Hourly financial planning — $360 per hour for targeted advice, consultations, or periodic check-ins
- Comprehensive financial planning — $3,000 to $10,000 as a fixed fee depending on the scope and complexity of the financial plan