# AJ Flores

> AJ Flores is a fee-only financial advisor at Portfolio Advisors, Inc. in Fresno, California, who holds the CFP credential. AJ charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/aj-flores/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Portfolio Advisors, Inc.
- **Based in:** Fresno, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Pre-retirees, Retirees, Executives, High earners
- **Website:** http://portadvisors.com

## Frequently asked questions

### Is AJ Flores a fee-only financial advisor?

Yes. AJ Flores is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does AJ charge for financial advice?

AJ charges a percentage of assets.

### How much does AJ charge?

According to Portfolio Advisors, Inc.'s website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is AJ Flores based?

AJ Flores is based in Fresno, California.

### What does AJ specialize in?

AJ's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. AJ works with pre-retirees, retirees, executives and high earners.

### What credentials does AJ Flores hold?

AJ Flores holds the CFP credential.

### How do I contact AJ Flores?

Through AJ's website, portadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/aj-flores-11116): XYPN members are fee-only
- The firm's website (https://www.portadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
