Carolina Ortiz
Shared Vision Wealth Group · Carlsbad, California
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.
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Specialties
Who they serve
- Executives
- Retirees
- Multi-generational families
- Mid-life transitions
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 | $335.9M across 622 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, WA · CRD 4571486 |
| Exams passed | Series 63 (2002) · Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sharedvisionwealth.com |
| Profile |
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Questions about Carolina
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.
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
- Shared Vision Wealth Group 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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