Torrey Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How Torrey Wealth, LLC bills

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

• “Upon notice of termination pro-rata advisory fees for services rendered to the point of termination will be charged.”
• “If advisory fees cannot be deducted, our firm will send an invoice for due advisory fees to the client.”
• “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”

How Torrey Wealth, 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.
• 14 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 51 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Torrey Wealth, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 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

Clients

77

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$176,749,096

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310688

Website

torreywealth.com (opens in new tab)

Phone

(858) 732-5300

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