Angel Valencia
Portfolio Advisors · Fresno, California
Angel Valencia is a fee-only financial advisor at Portfolio Advisors in Fresno, California. 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 |
| SEC registration | Investment adviser representative in CA · CRD 8343026 |
| Exams passed | Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.portadvisors.com |
How Angel'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 Angel
Is Angel Valencia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angel 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 Angel charge for financial advice?
Angel's firm, Portfolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angel Valencia based?
Angel Valencia is based in Fresno, California.
Is Angel Valencia registered with the SEC?
Yes. Angel Valencia is registered as an investment adviser representative in CA (CRD 8343026), 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 Angel Valencia?
Through Angel'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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