Toro Financial Advisors fees and pricing
Financial planner in Winter Park, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Toro Financial Advisors charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“AND CONSULTING Toro Financial Advisors charges an hourly fee of $350 based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Toro Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “Annual platform fee of $30 which will be paid in equal quarterly increments, in advance.”
How Toro Financial Advisors’ fees compare
- Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
- 7 of the 9 other planners in Winter Park that publish an hourly rate charge less.
About Toro Financial Advisors
- Principal: David Petry
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $4,256,420
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332084
- Website
- torofa.com/?password-protected=login&redirect_to=https%3A%2F%2Ftorofa.com%2F (opens in new tab)
- Phone
- (321) 229-2268
Other planners in Winter Park that publish fees
- Advus Financial Partners, LLCWinter Park$2,500-$20,000
- American Financial Advisors IncWinter Park$325/hr
- Avenues Wealth, LLCWinter Park$250/hr, $5,000
- Bloom InvestmentWinter Park$250/hr, $2,400-$9,600
- Dobson Street LLCWinter Park$250-$400/hr
- Financial Harvest Wealth AdvisorsWinter Park$10,000, $750/yr
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.