A complete list of active advisors currently associated with Strategic Portfolio Advisors, Inc.

Warmer can help you find a great advisor at Strategic Portfolio Advisors, Inc. or one who fits your needs even better.

Strategic Portfolio Advisors, Inc. provides portfolio management services primarily through a wrap fee program to individuals, high‑net‑worth clients, and trusts, estates, and charitable organizations. The firm reports discretionary management of approximately $103.8 million across roughly 147 client accounts and generally imposes a $150,000 minimum for investment management (which may be waived). Portfolio management is delivered on an individualized basis through the wrap program, with clients able to place reasonable restrictions on holdings and receive ongoing monitoring, quarterly performance reports, and at least annual formal reviews. The firm describes using a mix of analysis methods — including charting, technical and fundamental analysis, cyclical analysis, and modern portfolio theory — and employs long‑ and short‑term purchase strategies while maintaining conservative cash management in money market funds and short‑term debt instruments. What is distinctive about the firm is its use of a wrap fee sponsorship model as the exclusive vehicle for portfolio management and its client mix that includes both non‑HNW and high‑net‑worth individuals plus charitable organization clients. The firm operates as a small, single‑owner advisory business while participating in the Charles Schwab institutional program, receiving a portion of wrap fees, does not sell commission‑based securities, and does not act as an adviser to private funds.

To learn more about the advisors currently working at Strategic Portfolio Advisors, Inc., 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.