Sean Planchard is a registered investment advisor at Torrey Growth & Income Advisors, LLC, based in Del Mar, CA. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 293 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TGIA charges a percentage of the value of your investments each year for investment management. The exact percentage depends on the type of investment (equity, fixed income, or private investments) and the total amount you have invested. The fee schedule is tiered, so the percentage decreases as the amount you invest increases. Fees are negotiable based on factors like account size and related accounts. Cash balances and balances subject to margin loans are not included for fee calculation purposes.
Location
1233 Camino Del Mar, Del Mar, CA, 92014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is the Founder & GP/Partner of v96 Capital, a private investment firm, dedicating nearly full-time hours to managing operations and strategy. He also serves as an Outside Advisor for Dealonomy, LLC, a tech-enabled business brokerage firm, spending minimal time on this role.
Employment History
Current Registrations
Torrey Growth & Income Advisors, LLC
Previous Registrations
Fortress Private Ledger, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.