Cortnie Rodriguez
QuadCap Wealth Management · Frisco, Texas
Cortnie Rodriguez is a fee-only financial advisor at QuadCap Wealth Management in Frisco, Texas. Cortnie focuses on retirement planning, estate & legacy planning and tax planning. QuadCap Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Pre-retirees
Facts
| Firm | QuadCap Wealth Management |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.34B across 1,974 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6070125 |
| Exams passed | Series 66 (2012) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.quadcapwm.com |
| Profile |
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Questions about Cortnie
Is Cortnie Rodriguez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cortnie holds no broker registration, and QuadCap Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cortnie charge for financial advice?
Cortnie's firm, QuadCap Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cortnie Rodriguez based?
Cortnie Rodriguez is based in Frisco, Texas.
What does Cortnie specialize in?
Cortnie's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Cortnie works with executives and pre-retirees.
Is Cortnie Rodriguez registered with the SEC?
Yes. Cortnie Rodriguez is registered as an investment adviser representative in TX (CRD 6070125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does QuadCap Wealth Management manage?
QuadCap Wealth Management reports $1.34B across 1,974 accounts in assets under management.
How do I contact Cortnie Rodriguez?
Through Cortnie's website, www.quadcapwm.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
- QuadCap Wealth Management 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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