Strategic Portfolio Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$70,494,641
Clients
69
Advisors
1
of 1 employees
About
The firm provides investment management and financial planning services to individuals and high‑net‑worth clients, as well as to charitable organizations and corporate or business clients. Services include ongoing asset management offered on both discretionary and non‑discretionary bases, plus tailored financial planning and consulting on topics such as retirement income, tax planning, and college planning.
Investment programs are developed from each client’s stated goals, time horizon, and risk tolerance and use a mix of fundamental, technical, and charting analysis; strategies may include option writing and limited use of leverage. While the firm can exercise discretionary authority, the majority of assets are managed non‑discretionarily — approximately $84.7M non‑discretionary versus $12.7M discretionary as of December 31, 2025 — so the adviser frequently seeks client approval before executing trades.
Notable features that distinguish the firm from many peers include its higher-than-typical concentration of non‑discretionary assets and its client mix that explicitly includes charitable organizations and corporate clients. The sole owner also maintains a licensed insurance practice and may receive commissions for insurance sales, and the firm disclosed an administrative consent order entered in 2019 for prior disclosure and registration deficiencies (including a civil penalty), with commitments to file timely updates and correct reporting going forward.
Client services
Expertise
Fee options
Financial planning services offered based on flat fees up to $5,000; asset management fees may be flat fixed fees ranging from $400 to $3,500 per year
$0 - $999,999: 1.50% for Fixed Income, 2.50% for Equities/Balanced $1,000,000 - $2,999,999: 1.00% for Fixed Income, 1.75% for Equities/Balanced $3,000,000 - $10,000,000: 0.75% for Fixed Income, 1.00% for Equities/Balanced $10,000,000 - $20,000,000: 0.35% for Fixed Income, 0.45% for Equities/Balanced $20,000,000+: 0.15% for Fixed Income, 0.25% for Equities/Balanced
$250 per hour for consulting services
Account minimum: $250,000 Minimum fee: Fixed fee range from $400 to $3,500 per year for asset management services Fee-only: Hourly consulting fees at $250 per hour; fixed financial planning fees up to $5,000
Main office
10161 Park Run Drive, Suite 150
Las Vegas NV 89145
Advisors at this office
1
Most active in
Nevada
Also doing business as
Fidelity Financial Advisors · Strategic Portfolio Advisors · The Retirement Solutions Group
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.
Forms ADV
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