Portfolio Advisory Partners

Portfolio Advisory Partners is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in North Brunswick, New Jersey. On its latest Form ADV, filed September 17, 2026, it reports 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

Registration	SEC-registered
Firm CRD number	336215 · SEC file 801-135332
Office	32 Sassafras Court North Brunswick, NJ 08902
Phone	(917) 412-0732
Website	portfolioadvisorypartners.com
Regulatory assets under management	Not reported
Individual clients	Fewer than 5
Financial planning clients	Not reported
How it charges	Fixed fee
Services	Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	September 17, 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.

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