Firm
Torrey Pines Financial
San Diego, California
Fee-only
Torrey Pines Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 40 individual clients, 3 of them high net worth.
- Its average account is about $446,000 (assets it manages divided by its 78 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | torreypinesfinancial.com |
| Phone | (858) 453-5136 |
Torrey Pines Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $1,000,000 in assets - 1.00% fee" source
"Above $3,000,000 - 0.60% fee" source
"Up to $1,000,000 in assets - 1.00% fee" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $35 million |
| Individual clients | 37 |
| High-net-worth clients | 3 |
| Accounts managed | 78 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 288213 |