Toring Financial Advisors, Inc. fees
Financial planner in Palm Harbor, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 3, 2026, Toring Financial Advisors, Inc. (Palm Harbor, FL) charges an annual fee of $2,000-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 3, 2026. Fees can change.
- Annual fee
- $2,000-
$5,000/yr Below the Florida median of $6,900; 13% of the 31 other planners in Florida that publish an annual fee charge less.
“Standalone financial planning services are offered for an annual fee of $2,000-$5,000, assessed monthly under a 12-month agreement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Toring Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Since fees are paid in arrears, no rebate will be required upon termination of an account.”
- “Fees may be negotiable at the sole discretion of the Firm.”
- “Upon termination, the fee will be prorated, and any unearned fee refunded to the Client.”
About Toring Financial Advisors, Inc.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 3, 2026
- CRD number
- 329417 (opens in new tab)
- Phone
- (727) 741-4186
Other planners in Palm Harbor that publish fees
- Basile Financial Group, Inc.Palm HarborHourly $150/hr, Flat $2,500-$3,000
- Nested Financial & Tax PlanningPalm HarborHourly $400/hr, Flat $3,000-$30,000
More planners in Florida that publish fees
- Ocean Breeze Wealth LLCWinter GardenHourly $250-$500/hr, Flat $1,500
- Financial Prescriptions, LLCAtlantic BeachHourly $220/hr, Annual $4,900/yr
- Tower Wealth PlanningSpring HillHourly $200/hr, Flat $500-$8,500
- Giessel Wealth AdvisorsJupiterFlat $2,000-$8,000, Monthly $150-$750/mo
- Wiggin Financial ServicesFort LauderdaleHourly $150/hr
- Robinson Global Investment Management LLCHollywoodHourly up to $300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.