# Carolina Ortiz

> Carolina Ortiz is a fee-only financial advisor at Shared Vision Wealth Group in Carlsbad, California, who holds the CFP credential. Carolina focuses on tax planning, estate & legacy planning and retirement planning. Shared Vision Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carolina-ortiz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Shared Vision Wealth Group
- **Based in:** Carlsbad, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $335.9M across 622 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Family wealth transfer, Equity compensation
- **Works with:** Executives, Retirees, Multi-generational families, Mid-life transitions
- **CRD:** 4571486 (https://adviserinfo.sec.gov/individual/summary/4571486)
- **SEC registration:** Investment adviser representative in CA, WA
- **Exams passed:** Series 63 (2002), Series 66 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.sharedvisionwealth.com

## Frequently asked questions

### Is Carolina Ortiz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carolina holds no broker registration, and Shared Vision Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carolina charge for financial advice?

Carolina's firm, Shared Vision Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carolina Ortiz based?

Carolina Ortiz is based in Carlsbad, California.

### What does Carolina specialize in?

Carolina's specialties include tax planning, estate & legacy planning, retirement planning, family wealth transfer and equity compensation. Carolina works with executives, retirees, multi-generational families and mid-life transitions.

### What credentials does Carolina Ortiz hold?

Carolina Ortiz holds the CFP credential.

### Is Carolina Ortiz registered with the SEC?

Yes. Carolina Ortiz is registered as an investment adviser representative in CA and WA (CRD 4571486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shared Vision Wealth Group manage?

Shared Vision Wealth Group reports $335.9M across 622 accounts in assets under management.

### How do I contact Carolina Ortiz?

Through Carolina's website, www.sharedvisionwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4571486): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sharedvisionwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.