Strategic Portfolio Advisors

Strategic Portfolio Advisors at a glance

• One of 56 fee-only firms based in Nevada in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 69 individual clients, 17 of them high net worth.
• Its average account is about $1.1 million (assets it manages divided by its 90 accounts).

Fee-only advisors in Nevada · What fee-only advisors charge in Nevada

Facts

Strategic Portfolio Advisors fees

Strategic Portfolio Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Rebecca Buckley

  CFP

Other fee-only firms in Las Vegas

• The Investment Counsel Company of Nevada
• Ulta Wealth Management
• Whalen Financial
• Adaptive Wealth Engineering
• AK Investing
• Argos Wealth Advisors
• Black Card Circle
• Buckley Wealth

Fee-only advisors in Nevada