Portfolio Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Portfolio Solutions LLC provides flat-fee financial planning and ongoing non-discretionary portfolio consulting to individuals, high‑net‑worth individuals, families, trusts, and estates. The firm offers a one‑time written financial plan and periodic written recommendations on asset allocation, security selection, rebalancing, and tax management based on custodial statements clients provide; it does not custody assets or execute trades for clients.
The firm’s methods emphasize fundamental analysis and asset-allocation-driven portfolio construction, typically favoring diversified, low‑cost mutual funds and ETFs while also considering individual equities and fixed income when appropriate. Ongoing consulting clients receive an Investment Policy Statement and at least quarterly reviews, with clients retaining discretion to implement any recommendations themselves.
Noteworthy aspects include the firm’s fixed, flat‑dollar fee structure (planning and consulting fees quoted from $1,000 to $50,000, billed directly and negotiable) and its stated focus on high‑net‑worth clients despite reporting regulatory assets under management of $0 as of September 26, 2026. The firm does not charge performance‑based fees, does not act as a private‑fund adviser, does not accept custody or discretionary authority, and the principal is a CFA Program Level II candidate who allocates a portion of time to another advisory business.
Client services
Expertise
Fee options
Financial Planning Engagement: one-time flat fee of $1,000 to $50,000; Ongoing Portfolio Consulting: flat annual fee of $1,000 to $50,000
Fee-only: Financial Planning Engagement: $1,000 to $50,000 one-time flat fee; Ongoing Portfolio Consulting: $1,000 to $50,000 flat annual fee
Main office
7 Owls Nest Rd
Wilmington DE 19807
Advisors at this office
1
Most active in
Delaware
Also doing business as
Portfolio Solutions · Portfolio Solutions LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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