Mark Torres
Mayfield Advisors · Palo Alto, California
Mark Torres is a fee-only financial advisor at Mayfield Advisors in Palo Alto, California, who holds the CFP credential. Mark focuses on tax planning and small business owners. Mayfield Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Early-career professionals
Facts
| Firm | Mayfield Advisors |
|---|---|
| Based in | Palo Alto, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $143.5M across 117 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6721304 |
| Exams passed | Series 63 (2016) · Series 66 (2019) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mayfieldadvisors.com |
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Questions about Mark
Is Mark Torres a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Mayfield Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Mayfield Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Torres based?
Mark Torres is based in Palo Alto, California.
What does Mark specialize in?
Mark's specialties include tax planning and small business owners. Mark works with retirees and early-career professionals.
What credentials does Mark Torres hold?
Mark Torres holds the CFP credential.
Is Mark Torres registered with the SEC?
Yes. Mark Torres is registered as an investment adviser representative in CA (CRD 6721304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Mayfield Advisors manage?
Mayfield Advisors reports $143.5M across 117 accounts in assets under management.
How do I contact Mark Torres?
Through Mark's website, www.mayfieldadvisors.com.
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
- Mayfield Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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