Jeremy Portnoff
PortSalus Wealth Management · Mission Viejo, California
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | PortSalus Wealth Management |
|---|---|
| Based in | Mission Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $58.5M across 259 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA, NJ · CRD 4577877 |
| Exams passed | Series 63 (2002) · Series 65 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | portsalus.com |
| Profile |
How Jeremy's firm compares
- PortSalus Wealth Management's average account is about $226,000, from its Form ADV (assets managed divided by 259 accounts).
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Questions about Jeremy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mission Viejo
Other advisors in California who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- PortSalus Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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