Andrew James Flores
Portfolio Advisors · Fresno, California
Andrew James Flores is a fee-only financial advisor at Portfolio Advisors in Fresno, California, who holds the CFP credential. Portfolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Portfolio Advisors |
|---|---|
| Based in | Fresno, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $261.2M across 754 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6384742 |
| Exams passed | Series 65 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.portadvisors.com |
How Andrew James's firm compares
- Portfolio Advisors's average account is about $346,000, from its Form ADV (assets managed divided by 754 accounts).
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Questions about Andrew James
Is Andrew James Flores a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew James holds no broker registration, and Portfolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew James charge for financial advice?
Andrew James's firm, Portfolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew James Flores based?
Andrew James Flores is based in Fresno, California.
What credentials does Andrew James Flores hold?
Andrew James Flores holds the CFP credential.
Is Andrew James Flores registered with the SEC?
Yes. Andrew James Flores is registered as an investment adviser representative in CA and TX (CRD 6384742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Portfolio Advisors manage?
Portfolio Advisors reports $261.2M across 754 accounts in assets under management.
How do I contact Andrew James Flores?
Through Andrew James's website, www.portadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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