Firm
My Portfolio Guide
Seal Beach, California
Fee-only
Facts
| Based in | Seal Beach, California |
|---|---|
| Website | myportfolioguide.com |
| Phone | (562) 799-5595 |
My Portfolio Guide fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 – $1,000,000 0.90 %" source
"Above $5,000,000 0.40 %" source
"$0 – $1,000,000 0.90 %" source
"Fees for these services will be based on a percentage of Assets Under Management as follows:" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $201 million |
| Individual clients | 190 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 153188 |