Jonathan Torrens
TCM Wealth Advisors · Fairlawn, Ohio
Jonathan Torrens is a fee-only financial advisor at TCM Wealth Advisors in Fairlawn, Ohio, who holds the CFP credential. TCM Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TCM Wealth Advisors |
|---|---|
| Based in | Fairlawn, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29M across 151 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 1669796 |
| Exams passed | Series 63 (1992) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.plannersearch.org/financial-advisor/jonathan-d-torrens |
| Profile |
How Jonathan's firm compares
- TCM Wealth Advisors's average account is about $192,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Jonathan
Is Jonathan Torrens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and TCM Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, TCM Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Torrens based?
Jonathan Torrens is based in Fairlawn, Ohio.
What credentials does Jonathan Torrens hold?
Jonathan Torrens holds the CFP credential.
Is Jonathan Torrens registered with the SEC?
Yes. Jonathan Torrens is registered as an investment adviser representative in OH (CRD 1669796), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TCM Wealth Advisors manage?
TCM Wealth Advisors reports $29M across 151 accounts in assets under management.
How do I contact Jonathan Torrens?
Through Jonathan's website, www.plannersearch.org/financial-advisor/jonathan-d-torrens.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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