TRG Financial is a registered investment advisor operating as a sole proprietorship owned by Breion Lashay Rollins, with offices in Houston, Texas. Established in 2025, TRG Financial provides personalized financial planning, investment advisory, and college funding planning services tailored to individual and family needs. The firm offers comprehensive financial planning covering cash flow, budgeting, debt management, retirement, education planning, tax-aware strategies, insurance, and estate planning coordination. Clients can choose ongoing retainer support, a one-time financial snapshot, or college funding planning offered as a bundled plan or ongoing retainer. For investment management, TRG Financial provides discretionary and non-discretionary portfolio management, utilizing low-cost exchange-traded funds and mutual funds with an emphasis on diversification and cost efficiency. The firm operates with a focus on education and long-term discipline, serving individuals and families seeking holistic guidance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio management fee is up to 1.00% annually and is negotiable at the firm's discretion based on the scope and complexity of the engagement.