# Neil Portus

> Neil Portus is a fee-only financial advisor at Olivehurst Advisors LLC in Roseville, California, who holds the CFP, CFA and MBA credentials. Neil charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee (0.75% a year on the first tier of assets managed and a $100,000 asset minimum) and focuses on small business owners, real estate investors and equity compensation.

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

## Facts

- **Firm:** Olivehurst Advisors LLC
- **Based in:** Roseville, California
- **Fee model:** Percentage of assets; Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** 0.75% a year on the first tier of assets managed; a $100,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, CFA, MBA, TPCP
- **Specialties:** Small business owners, Real estate investors, Equity compensation
- **Works with:** Founders, Real estate investors, Pre-retirees, Retirees, Mid-life transitions
- **CRD:** 4278406 (https://adviserinfo.sec.gov/individual/summary/4278406)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2001), Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://olivehurstadvisors.com

## Frequently asked questions

### Is Neil Portus a fee-only financial advisor?

Yes. Neil Portus 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 Neil's firm.

### How does Neil charge for financial advice?

Neil charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Neil charge?

According to Olivehurst Advisors LLC's website, checked October 28, 2026: 0.75% a year on the first tier of assets managed; a $100,000 asset minimum.

### Where is Neil Portus based?

Neil Portus is based in Roseville, California.

### What does Neil specialize in?

Neil's specialties include small business owners, real estate investors and equity compensation. Neil works with founders, real estate investors, pre-retirees, retirees and mid-life transitions.

### What credentials does Neil Portus hold?

Neil Portus holds the CFP, CFA, MBA and TPCP credentials.

### Is Neil Portus registered with the SEC?

Yes. Neil Portus is registered as an investment adviser representative in CA and TX (CRD 4278406), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Neil Portus?

Through Neil's website, olivehurstadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/neil-portus-11676): 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://olivehurstadvisors.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.