A complete list of active advisors currently associated with Olivehurst Advisors LLC

Warmer can help you find a great advisor at Olivehurst Advisors LLC or one who fits your needs even better.

Olivehurst Advisors LLC is a fee-only registered investment adviser that serves individuals, high net-worth clients, and business entities with investment management and both personal and business financial planning. The firm offers planning on either a project basis or through ongoing engagements and also provides retirement-plan design and implementation for self-employed clients. Its investment approach emphasizes Modern Portfolio Theory and primarily uses passive investment vehicles while selectively incorporating active managers and technical or cyclical analysis where the firm deems appropriate; portfolio construction considers tax efficiency, underlying fund holdings, and liquidity. For business-owner clients, Olivehurst integrates business-focused planning (entity structure, succession and exit planning, cash-flow and KPI analysis) directly into personal financial and retirement strategies. Notable characteristics for this firm include its recent formation and very small scale: as of June 30, 2026, the firm reported no assets under management and had two clients, indicating a practice currently centered on planning engagements rather than asset custody. The sole principal holds multiple advanced credentials (CFA, CFP, CMA, TPCP) and maintains a separate CFO consulting business, which informs the firm’s emphasis on business financial planning and creates a cross-referral dynamic; Olivehurst also maintains institutional custody relationships with Charles Schwab and a digital platform relationship with Altruist.

To learn more about the advisors currently working at Olivehurst Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Neil Portus	Roseville, CA	2

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