Neil Portus
Olivehurst Advisors LLC · Roseville, California
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.
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Specialties
Who they serve
- Founders
- Real estate investors
- Pre-retirees
- Retirees
- Mid-life transitions
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 |
| Credentials | CFP · CFA · MBA · TPCP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4278406 |
| Exams passed | Series 63 (2001) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | olivehurstadvisors.com |
| Profile |
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Questions about Neil
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Olivehurst Advisors LLC 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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