Portsalus Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$7,500

“Fixed fee rates range from $2,500 to $7,500.”

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

How Portsalus Wealth Management bills

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

• “Clients who engaged PSWM for services prior to 2026 may be billed under a different fee schedule until transition to our current offering.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Portsalus Wealth Management’s fees compare

• Its flat or project fee of $2,500-$7,500 spans the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in Mission Viejo that publish a flat or project fee charge less.

About Portsalus Wealth Management

• Principal: Jeremy Portnoff
• Firm size: 2 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

58

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$58,451,656

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327857

Website

google.com/localservices/prolist?spp=CgsvZy8xdGYzMXBzNw%3D%3D&src=2&slp=UhMIARIPEg0iCy9nLzF0ZjMxcHM3 (opens in new tab)

Phone

(949) 226-8342

Can advise clients in 3 states: California, Massachusetts, New Jersey

Other planners in Mission Viejo that publish fees

• Bright Wealth Advisors, LLCMission Viejo$400/hr, $1,500⁠-⁠$6,000
• Castle FinancialMission Viejo$500⁠-⁠$3,500
• Di Bello FinancialMission Viejo$400/hr
• Downie Financial GroupMission Viejo$150⁠-⁠$500/hr, $250⁠-⁠$10,000
• Kohr InvestmentsMission Viejo$350/hr, $350⁠-⁠$2,000
• Owens Investment Advisors LLCMission Viejo$250/hr, $2,500

Compare all 11 planners in Mission Viejo