Andres Ortiz
IQ Portfolios · Windermere, Florida
Andres Ortiz is a fee-only financial advisor at IQ Portfolios in Windermere, Florida. IQ Portfolios reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | IQ Portfolios |
|---|---|
| Based in | Windermere, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $42.1M across 258 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5219288 |
| Exams passed | Series 63 (2014) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.iqportfolios.com |
How Andres's firm compares
- IQ Portfolios's average account is about $163,000, from its Form ADV (assets managed divided by 258 accounts).
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Questions about Andres
Is Andres Ortiz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andres holds no broker registration, and IQ Portfolios reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andres charge for financial advice?
Andres's firm, IQ Portfolios, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andres Ortiz based?
Andres Ortiz is based in Windermere, Florida.
Is Andres Ortiz registered with the SEC?
Yes. Andres Ortiz is registered as an investment adviser representative in FL (CRD 5219288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IQ Portfolios manage?
IQ Portfolios reports $42.1M across 258 accounts in assets under management.
How do I contact Andres Ortiz?
Through Andres's website, www.iqportfolios.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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