AJ Flores
Portfolio Advisors, Inc. · Fresno, California
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
- High earners
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 |
| Website | portadvisors.com |
| Profile |
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Questions about AJ
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Portfolio Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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