My Portfolio Guide, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$200,437,437
Clients
315
Advisors
3
of 3 employees
About
My Portfolio Guide provides investment supervisory services primarily to individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering ongoing discretionary portfolio management and financial planning. The firm also supports retirement accounts and implements investment strategies across separately managed accounts and plan assets.
The firm documents client goals and risk tolerances in an Investment Policy Statement and uses six proprietary “Disciplined Investor Models” plus an “MPG Dividend Driver” portfolio as baselines, adapting allocations to each client; its analysis mix includes charting, fundamental, and technical methods and it employs long‑ and short‑term trading (including short sales) when appropriate. Financial planning discussions, presentations, and periodic plan updates are generally included as part of the investment management relationship, with standalone planning available on an hourly basis.
Noteworthy features include a quarterly client newsletter called “The Guide” and an emphasis on client education through presentations as part of the advisory service, as well as the addition of fee‑based annuities offered through the Simplicity Group OID platform (MPG may charge its advisory fee on those annuity assets and limits recommendations to contracts available on that platform). The firm manages its assets on a fully discretionary basis (approximately $200.99 million as of the most recent filing), requires use of its recommended custodian, and discloses receipt of research or services from its broker/dealer.
Client services
Expertise
Fee options
$1 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.40%
$250 to $500 per hour depending on client needs and complexity
Account minimum: $1
Main office
3020 Old Ranch Parkway, Suite 300
Seal Beach CA 90740
Advisors at this office
3
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Vladimir P
Series 63, Series 65
Seal Beach, CA
My Portfolio Guide, LLC
Vladimir Pixa is a financial advisor with My Portfolio Guide, LLC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked at firms including Deloitte, Fisher Investments, and Charles Schwab. He has been with My Portfolio Guide since 2010. My Portfolio Guide provides investment supervisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans, using proprietary investment models and a mix of charting, fundamental, and technical analysis to tailor portfolios. The firm also includes financial planning and client education as part of its services.
Jason C
Series 66
Seal Beach, CA
My Portfolio Guide, LLC
Jason Clardy is a Series 66 licensed financial advisor with two years of industry experience. He currently works at My Portfolio Guide, LLC and previously was employed at Edward Jones and Fenix Marine Services. Outside of his advisory role, he manages operations as a superintendent for Fenix Marine Services, overseeing cargo movement and container ship discharge. My Portfolio Guide, LLC provides investment supervisory services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans, delivering discretionary portfolio management and financial planning. The firm employs proprietary investment models and a combination of analytical methods, offering ongoing client education and quarterly newsletters as part of its service.
Mitchel K
CFP®, Series 65
Seal Beach, CA
My Portfolio Guide, LLC
Mitchel Katz Winnick is a CFP® professional with two years of industry experience, currently serving as an advisor at My Portfolio Guide, LLC. His prior work includes roles at Edelman Financial Engines, Financial Engines Advisors, L.L.C., and Morgan Stanley. My Portfolio Guide provides investment supervisory services primarily to individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management and financial planning using proprietary investment models and a combination of fundamental and technical analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)