Oscar Ortiz is a CFP, PFS-designated registered investment advisor at Sensible Money, LLC, based in Riverview, FL, with 2 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 304 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sensible Money offers investment management through their Juicing® PLUS program. The fee is based on the value of your portfolio. Clients with portfolios of $1,000,000 or more may be subject to a minimum annual fee of $12,500, billed quarterly.
Location
Riverview, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Oscar works as a technical reviewer and consultant, reviewing financial education materials related to investment, retirement, estate, and risk management. This investment-related consulting takes a few hours per week.
Employment History
Current Registrations
Sensible Money, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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