Fee-only adviser · Portola Hills, CA

My Advisors, LLC

My Advisors, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Portola Hills, California. On its latest Form ADV, filed February 27, 2026, it reports $132K in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: California
Firm CRD number135863
Office19581 Dorado DR.
Portola Hills, CA 92679
Phone(949) 280-1118
Websitecontactmyadvisors.com
Regulatory assets under management$132K
Individual clientsFewer than 5
Financial planning clients0
How it chargesHourly, Fixed fee, Other
ServicesPortfolio management, Selection of other advisers
Employees1
Disciplinary disclosuresNone reported
Latest Form ADV filingFebruary 27, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

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