A complete list of active advisors currently associated with Torre Financial
Warmer can help you find a great advisor at Torre Financial or one who fits your needs even better.
The firm is a state-registered, sole‑proprietorship investment adviser that provides personalized investment management primarily to individuals, LLCs, and other corporate entities, overseeing both taxable and tax‑qualified accounts and investing mainly in liquid securities such as common stock and exchange‑traded funds. The brochure also discloses that the firm produces a regular newsletter with market news and equity research that clients may subscribe to for a modest fee. The firm describes a fundamental, research‑driven approach that seeks reasonably priced growth companies and undervalued names, building individualized asset allocations based on each client’s income needs, tax tolerance, and disposition goals, with portfolios managed on a separately managed, mostly discretionary basis and formal reviews typically conducted semi‑annually. The brochure notes the firm may use short‑term margin borrowings or other leverage if pre‑authorized by the client and explains that advisory fees are calculated on net liquidation value (excluding outstanding margin balances). Noteworthy features in the brochure include operation by a sole proprietor who concurrently maintains full‑time outside employment (approximately 40 hours per week), an explicitly billed optional newsletter, and a stated preference for Interactive Brokers as custodian and broker, with disclosures addressing transfer or foreign taxes and other costs associated with international transactions. That combination—use of leverage in client accounts, an optional paid periodical, and explicit foreign‑transaction and custody disclosures—differs from what is typical for many peers of similar size.
To learn more about the advisors currently working at Torre Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)