Advisor at Brindle & Bay Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Brindle & Bay Financial Advisors, LLC
Location
Frisco, TX 75034
Credentials
Series 65
Industry experience
3 years
Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, with three years of industry experience. She holds a Series 65 designation and has worked at Brindle & Bay since 2021, following a role at Belay Inc. She is also a licensed life insurance agent involved in insurance sales and policy reviews. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients, using an asset-allocation framework with a dynamic-weighting approach that includes ETFs, stocks, bonds, and mutual funds. The firm employs model portfolios with periodic reviews and quarterly rebalancing.
Based on Brindle & Bay Financial Advisors, LLC
Based on Brindle & Bay Financial Advisors, LLC
Flat monthly fee rates available at discretion; fees negotiable
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Account minimum: $1,000,000
5899 Preston Rd, Ste. 1103
Frisco, TX 75034
Texas
Brindle & Bay Financial Advisors, LLC
2022 - Present (4 years)
Brindle & Bay Financial Advisors, LLC
2021 - 2022 (1 year)
Belay Inc
2020 - 2021 (1 year)
UnEmployed
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
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Frisco, TX
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