Bradley Ortego
SOW Advisors · Youngsville, Louisiana
Bradley Ortego is a fee-only financial advisor at SOW Advisors in Youngsville, Louisiana. Bradley focuses on estate & legacy planning, tax planning and retirement planning. SOW Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | SOW Advisors |
|---|---|
| Based in | Youngsville, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $10.2M across 42 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 8122927 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sowadvisors.com |
How Bradley's firm compares
- SOW Advisors's average account is about $243,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Bradley
Is Bradley Ortego a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and SOW Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, SOW Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Ortego based?
Bradley Ortego is based in Youngsville, Louisiana.
What does Bradley specialize in?
Bradley's specialties include estate & legacy planning, tax planning, retirement planning and small business owners. Bradley works with founders.
Is Bradley Ortego registered with the SEC?
Yes. Bradley Ortego is registered as an investment adviser representative in LA and TX (CRD 8122927), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SOW Advisors manage?
SOW Advisors reports $10.2M across 42 accounts in assets under management.
How do I contact Bradley Ortego?
Through Bradley's website, www.sowadvisors.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
- SOW Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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