Ruth
Torres

One Advisory Partners, LLC

CRD#6200016
Investment Advisor
in San Antonio, TX

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About this Advisor

Ruth Torres is a financial advisor based in San Antonio, Texas, working with One Advisory Partners, LLC. Ruth has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Intercontinental Asset Management, Sapphire Compliance, 1St Choice Recruiting / Randstad, Bank Of America, N.A, and One Advisory Partners, LLC. Ruth has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Ruth is part of One Advisory Partners, LLC, which operates out of San Antonio, Texas. The firm has 8 employees and manages assets totaling $243.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at One Advisory Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

San Antonio, TX

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One Advisory Partners, LLC Brokerage Details

Total Assets Under Management

$243,321,693

TX Average: $2,243,162,756
Total Number of Employees

8

TX Average: 44
Total Number of Accounts

243

TX Average: 4,091
Average Account Size

$1,001,324

TX Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Ruth Torres Work History

2025 - Present (0 year)

One Advisory Partners, LLC

2018 - 2024 (6 years)

Bank Of America, N.A

2017 - 2024 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Sapphire Compliance

2016 - 2017 (1 year)

1St Choice Recruiting / Randstad

2015 - 2015 (< 1 year)

Intercontinental Asset Management

Disclosures

Please visit the SEC profile of Ruth Torres to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at One Advisory Partners, LLC

Jeffrey Davis
Santa Barbara, CA
Ruth Torres
San Antonio, TX
Michele Gawthrop
Leawood, KS
William Snider
Leawood, KS
Daniel Miller
Leawood, KS

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