# Tina Mistry

> Tina Mistry is a fee-only financial advisor at Portfolio Advisors, Inc in Fresno, California, who holds the CFP credential. Tina charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Portfolio Advisors, Inc
- **Based in:** Fresno, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $261.2M across 754 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Pre-retirees, Retirees, Executives, High earners
- **CRD:** 5520596 (https://adviserinfo.sec.gov/individual/summary/5520596)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://portadvisors.com

## Frequently asked questions

### Is Tina Mistry a fee-only financial advisor?

Yes. Tina Mistry is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Tina's firm.

### How does Tina charge for financial advice?

Tina charges a percentage of assets.

### How much does Tina charge?

According to Portfolio Advisors, Inc's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is Tina Mistry based?

Tina Mistry is based in Fresno, California.

### What does Tina specialize in?

Tina's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Tina works with pre-retirees, retirees, executives and high earners.

### What credentials does Tina Mistry hold?

Tina Mistry holds the CFP credential.

### Is Tina Mistry registered with the SEC?

Yes. Tina Mistry is registered as an investment adviser representative in CA and TX (CRD 5520596), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Portfolio Advisors, Inc manage?

Portfolio Advisors, Inc reports $261.2M across 754 accounts in assets under management.

### How do I contact Tina Mistry?

Through Tina's website, portadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48787): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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://www.portadvisors.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.