Firm
Portfolio Advisors, Inc
Fresno, California
Fee-only
Portfolio Advisors, Inc at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 7 employees and 238 individual clients, 80 of them high net worth.
- Its average account is about $346,000 (assets it manages divided by its 754 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Fresno, California |
|---|---|
| Website | portadvisors.com |
| [email protected] | |
| Phone | (559) 432-8400 |
Portfolio Advisors, Inc fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $1,000,000 1.00%" source
"Assets Under Management Annual Fee % First $1,000,000 1.00%" 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 · Fixed fees |
|---|---|
| Assets managed | $261 million |
| Individual clients | 158 |
| High-net-worth clients | 80 |
| Accounts managed | 754 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-38220) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 106111 |