Tina Mistry
Portfolio Advisors, Inc · Fresno, California
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
- High earners
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 | $261.2M across 754 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5520596 |
| Exams passed | Series 65 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | portadvisors.com |
| Profile |
How Tina's firm compares
- Portfolio Advisors, Inc's average account is about $346,000, from its Form ADV (assets managed divided by 754 accounts).
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Questions about Tina
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Portfolio Advisors, Inc 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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