Sean Planchard
Torrey Growth & Income Advisors · Del Mar, California
Sean Planchard is a fee-only financial advisor at Torrey Growth & Income Advisors in Del Mar, California. Sean focuses on equity compensation, founders (pre-exit) and retirement with concentrated positions. Torrey Growth & Income Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Torrey Growth & Income Advisors |
|---|---|
| Based in | Del Mar, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $328.4M across 294 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 8024047 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.torreygrowth.com |
How Sean's firm compares
- Torrey Growth & Income Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 294 accounts).
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Questions about Sean
Is Sean Planchard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Torrey Growth & Income Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean's firm, Torrey Growth & Income Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sean Planchard based?
Sean Planchard is based in Del Mar, California.
What does Sean specialize in?
Sean's specialties include equity compensation, founders (pre-exit), retirement with concentrated positions and family wealth transfer. Sean works with founders, executives and multi-generational families.
Is Sean Planchard registered with the SEC?
Yes. Sean Planchard is registered as an investment adviser representative in NC and TX (CRD 8024047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Torrey Growth & Income Advisors manage?
Torrey Growth & Income Advisors reports $328.4M across 294 accounts in assets under management.
How do I contact Sean Planchard?
Through Sean's website, www.torreygrowth.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
- Torrey Growth & Income 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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