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Ruth Torres

8 Years of Experience
San Antonio, TX

Ruth Torres is a registered investment advisor at One Advisory Partners, LLC, based in San Antonio, TX, with 8 years of industry experience. Ruth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 314 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
314 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$369.5M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fee of 1.50% may be negotiable. Minimum annual fee of $10,000 may be waived.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

San Antonio, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
One Advisory Partners, LLC
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - December 2024 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - December 2024 · 6 yrs 11 mos
State Registrations2 states
KSTX
Advisor

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.

Exams
No exam information available for this advisor.
Ruth Torres - Financial Advisor | TrueAdvisor