Torrey Growth & Income Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We charge $250 per hour for financial planning services with a $1,500 minimum fee for all plans; however, some or all of the fees may be waived for clients that engage us for investment management services or as part of our marketing and business development efforts.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Torrey Growth & Income Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “However, we use the same negotiable fee schedule for our legacy wrap clients as we do for new client relationships, which results in non-legacy accounts paying a slightly higher overall fee when Schwab’s fees are factored in.”
• “Such fees are negotiable at our discretion.”
• “For these clients, advisory fees are generally assessed on a quarterly basis, either in advance or in arrears, and billed directly to the client, as specified in the applicable advisory agreement.”

How Torrey Growth & Income Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.

About Torrey Growth & Income Advisors, LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CPA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2006 (20 years).

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

1.1% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

293

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$328,358,441

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

139940

Website

torreygrowth.com (opens in new tab)

Phone

(760) 274-2744

Can advise clients in 8 states: California, District of Columbia, Florida, North Carolina, New Hampshire, New York, Texas, Washington

Other planners in Del Mar that publish fees

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• Weatherly Asset ManagementDel Mar$2,500/qtr
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• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

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