A complete list of active advisors currently associated with Portfolio Solutions

Warmer can help you find a great advisor at Portfolio Solutions or one who fits your needs even better.

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.

To learn more about the advisors currently working at Portfolio Solutions, 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
Jason Rager	Wilmington, DE	0

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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.

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