# Jeremy Portnoff

> Jeremy Portnoff is a fee-only financial advisor at PortSalus Wealth Management in Mission Viejo, California, who holds the CFP credential. Jeremy focuses on retirement planning, tax planning and estate & legacy planning. PortSalus Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** PortSalus Wealth Management
- **Based in:** Mission Viejo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $58.5M across 259 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 4577877 (https://adviserinfo.sec.gov/individual/summary/4577877)
- **SEC registration:** Investment adviser representative in CA, MA, NJ
- **Exams passed:** Series 63 (2002), Series 65 (2003)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://portsalus.com

## Frequently asked questions

### Is Jeremy Portnoff a fee-only financial advisor?

Yes. Jeremy Portnoff is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeremy's firm.

### How does Jeremy charge for financial advice?

Jeremy's firm, PortSalus Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeremy Portnoff based?

Jeremy Portnoff is based in Mission Viejo, California.

### What does Jeremy specialize in?

Jeremy's specialties include retirement planning, tax planning and estate & legacy planning. Jeremy works with pre-retirees.

### What credentials does Jeremy Portnoff hold?

Jeremy Portnoff holds the CFP credential.

### Is Jeremy Portnoff registered with the SEC?

Yes. Jeremy Portnoff is registered as an investment adviser representative in CA, MA and NJ (CRD 4577877), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does PortSalus Wealth Management manage?

PortSalus Wealth Management reports $58.5M across 259 accounts in assets under management.

### How do I contact Jeremy Portnoff?

Through Jeremy's website, portsalus.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jeremy-portnoff-10149): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://portsalus.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.