T
Touchstone Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Touchstone Financial Planning serves pooled investment vehicles and other institutional clients rather than individual retail investors. Its Form ADV Part 2 describes advisory services focused on managing pooled or institutional assets and the related reporting and compliance obligations for those clients.
The brochure indicates the firm provides discretionary management for pooled/institutional mandates and describes its investment methods and risks in the sections covering methods of analysis and investment discretion. It also discloses that certain services are billed on an hourly basis rather than by a percentage of assets and explains its compensation arrangements in the fees section.
Both the use of hourly billing and the absence of percentage-of-AUM fees are uncommon among investment managers, and Touchstone’s Form ADV highlights that combination as a feature of its practice. The brochure also includes disclosures on performance-fee considerations and custody, and the firm’s explicit focus on pooled/institutional clients with no retail clients listed indicates a narrower client-type emphasis than many peers.
Client services
Financial planning
Divorce financial planning
Fee options
Main office location
Touchstone Financial Planning
3838 W Carson St Ste 325
Torrance CA 90503, United States
Number of offices
1
Most active in
Touchstone Financial Planning has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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