How does the advisor help clients – Key Takeaways:
ORR FINANCIAL, LLC is a financial advisory firm that provides expert guidance to clients seeking financial planning and investment management services. With a team of experienced and knowledgeable advisors, ORR FINANCIAL strives to help clients achieve their financial goals through personalized strategies and solutions.
Facts and Insights
ORR FINANCIAL, LLC was founded in 2005 and is headquartered in New York City, with additional offices located throughout the United States. The firm manages over $2 billion in assets and has a team of over 50 experienced and educated advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | Since 2005 |
Financial Services Offered
ORR FINANCIAL, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
Client Types
ORR FINANCIAL, LLC serves a diverse group of clients, including individuals, families, and businesses. Their advisors are equipped with the knowledge and expertise to work with clients from all backgrounds and financial situations, providing tailored solutions to meet their unique needs.
Fees & Compensation
ORR FINANCIAL, LLC operates on a fee-only model, meaning their advisors are compensated solely from the fees paid by their clients. This ensures that their advisors are working in the best interest of their clients and avoiding any conflicts of interest that may arise from commission-based compensation.
Background
ORR FINANCIAL, LLC was founded by John Orr, a seasoned financial expert with over 25 years of experience in the industry. Under his leadership, the firm has grown to become one of the most reputable and highly regarded financial advisory firms in the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, ORR FINANCIAL, LLC is required to disclose any potential conflicts of interest or disciplinary actions on their Form ADV, a document available to the public. This ensures transparency and full disclosure to clients before entering into a relationship with the firm.