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Fee-only adviser · Superior, WI

JMR Financial Group

From SEC and state Form ADV filingsUpdated 2026-11-07

JMR Financial Group is a fee-only investment adviser registered with the securities regulators of Georgia, Minnesota, Wisconsin, with its main office in Superior, Wisconsin. On its latest Form ADV, filed March 20, 2026, it reports $68M in regulatory assets under management, 835 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

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Key facts from Form ADV

RegistrationState-registered: Georgia, Minnesota, Wisconsin
Firm CRD number114149
Office1225 Tower Avenue Suite 305
Superior, WI 54880
Phone(715) 392-0202
Websitewww.jmrfg.com
Regulatory assets under management$68M
Individual clients795 non-high-net-worth, 40 high-net-worth
Financial planning clients1-10
How it chargesPercentage of assets, Fixed fee
ServicesFinancial planning, Portfolio management, Pension consulting
Employees4
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 20, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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