Torren Management, LLC fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Torren Management, LLC charges an annual fee of $10,000 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.
- Annual fee
- $10,000/yr
“The Registrant may also be engaged by a client to complete a project separate and apart from the Registrant’s core services, in these instances the Registrant’s planning and consulting fee shall generally range from a minimum of $10,000 annually or higher amounts based on a negotiated fixed fee or hourly basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Torren Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Registrant’s planning and consulting fees are negotiable.”
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “Registrant's annual investment advisory fees shall be prorated and paid quarterly, in advance, based upon the value of the client’s managed accounts on the last day of the previous quarter.”
How Torren Management, LLC’s fees compare
- Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
- 10 of the 21 other planners in San Diego that publish an annual fee charge less.
About Torren Management, LLC
“The Registrant provides discretionary investment advisory services on a fee-only basis. The Registrant may provide financial planning and/or consulting services (including investment and non-investment related matters, including estate planning, insurance planning, etc.) on a stand-alone separate fee basis.”
- Firm size: 5 employees.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.9% a year
- Minimum
- $3,000,000 in assets (stated in brochure)
- Clients
- 6
- Employees
- 5
- Works with
- High net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $373,498,620
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329263
- Phone
- (619) 649-0700
Can advise clients in 2 states: California, Colorado
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
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.