PlannerFees

Strategic Portfolio Advisors fees and pricing

Financial planner in Las Vegas, Nevada. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 28, 2026, Strategic Portfolio Advisors charges $250 an hour, a flat or project fee of $1,000, and an annual fee of $400⁠-⁠$3,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Services are offered based on an hourly fee of $250 per hour.”
Flat or project fee
$1,000
“Fees for financial plans are billed $1,000 in advance with the balance due upon plan delivery.”
Annual fee
$400⁠-⁠$3,500/yr
“In certain limited circumstances, Clients will also have the option to pay a flat fixed fee of $400 - $3,500 per year for asset management services.”

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

How Strategic Portfolio Advisors bills

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

  • “First $999,999 x .015 = $14,999.99 Next $2,000,000 x 0.01 = $20,000 Next $1,499,999 x .0075 = $11,249.99 Total fee of $46,249.98 would be rounded to nearest dollar and billed $46,250.”
  • “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter or a fixed annual fee.”
  • “Fees for consulting are billed $1,000 in advance with the balance due upon plan delivery.”

How Strategic Portfolio Advisors’ fees compare

  • Its hourly rate of $250 is below the Nevada median of $300. 23% of the 64 other Nevada planners that publish an hourly rate charge less.
  • 5 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
  • Its flat or project fee of $1,000 is below the Nevada median of $5,000. 10% of the 50 other Nevada planners that publish a flat or project fee charge less.
  • 2 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
  • Its annual fee of $400-$3,500 is below the Nevada median of $8,000. 13% of the 16 other Nevada planners that publish an annual fee charge less.
  • 1 of the 9 other planners in Las Vegas that publish an annual fee charge less.

About Strategic Portfolio Advisors

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2012 (14 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
2.5% a year
Clients
69
Employees
1
Works with
Individuals, high net worth individuals, charities, businesses, and other
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$97,422,223
Registered with
State securities regulators
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
132825
Phone
(702) 515-7445

Other planners in Las Vegas that publish fees

Compare all 52 planners in Las Vegas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.