Fee-only adviser · Long Beach, CA
Strategic Portfolio Advisors, Inc.
Strategic Portfolio Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of California, with its main office in Long Beach, California. On its latest Form ADV, filed April 8, 2026, it reports $104M in regulatory assets under management, 147 individual clients 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
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 147194 |
| Office | 194 Marina Drive Suite 202 Long Beach, CA 90803 |
| Phone | (562) 430-4872 |
| Website | spadvisors.net |
| Regulatory assets under management | $104M |
| Individual clients | 112 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 8, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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.
Other fee-only advisers in Long Beach
- Halbert Hargrove $4.2B
- Wealthspring $370M
- Goldman Lancaster, Inc. $361M
- Augustus Wealth, LLC $100M
- Kensington Investment Counsel $310M
- The Chartist $170M
See all 8 fee-only advisers in Long Beach →
Nearby
- Seal Beach 4 firms
- Los Alamitos 2 firms
- Huntington Beach 8 firms
- Westminster 2 firms
- Cerritos 1 firm
- Carson 1 firm
- Downey 2 firms
- Costa Mesa 8 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Strategic Portfolio Advisors, Inc.? Update this listing.