Portfolio Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“ESTATE SETTLEMENT SERVICES Registrant’s fees for Estate Settlement services are based upon a negotiable fee of $450 per hour.”

Flat or project fee

$5,000⁠-⁠$15,000

“The fixed fees for preliminary financial plans are negotiable 9 and generally range from $5,000 to $15,000, depending on a variety of factors, including the scope of planning services requested, the complexity of the client’s financial situation, and the representative assigned to provide the planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Portfolio Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The balance, if any, of Registrant’s preliminary planning fixed fee shall become due and payable upon completion of Registrant’s preliminary planning services.”
• “The client will not be eligible for a refund of fee credits if Registrant’s ongoing Investment Advisory Services are terminated prior to depletion of the credit amount.”
• “As noted above, one-time projectbased planning engagements terminate automatically upon completion of all requested services and each individual service is only available once for each client.”

How Portfolio Advisors, Inc.’s fees compare

• Its hourly rate of $450 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 10 other planners in Fresno that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$15,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• 7 of the 8 other planners in Fresno that publish a flat or project fee charge less.

About Portfolio Advisors, Inc.

• Firm size: 7 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 1991 (35 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$3,605 minimum fee (stated in brochure)

Clients

238

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$261,154,540

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106111

Website

portadvisors.com (opens in new tab)

Phone

(559) 432-8400

Can advise clients in 4 states: California, Oregon, Texas, Washington

Other planners in Fresno that publish fees

• Artizan WealthFresno$200⁠-⁠$500/hr, $1,500⁠-⁠$50,000
• Bridgewealth Advisory Group, LLCFresno$250/hr
• Coffeehouse CapitalFresno$300/hr, $1,000⁠-⁠$15,000
• Endurance Investment Strategies, Inc.Fresno$200/hr, $1,000⁠-⁠$5,000
• Lyon Restaurant AdvisoryFresno$300/hr, $1,000⁠-⁠$5,000
• Pathways Advisory Group, Inc.Fresno$300/hr, $1,250/qtr

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