# Frank Ortiz

> Frank Ortiz is a fee-only financial advisor at Rosemeyer Management Group in Platteville, Wisconsin. Frank focuses on retirement planning, tax planning and estate & legacy planning. Rosemeyer Management Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Rosemeyer Management Group
- **Based in:** Platteville, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $914.0M across 1,170 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8206156 (https://adviserinfo.sec.gov/individual/summary/8206156)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.rosemeyermg.com

## Frequently asked questions

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

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

### How does Frank charge for financial advice?

Frank's firm, Rosemeyer Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Frank Ortiz based?

Frank Ortiz is based in Platteville, Wisconsin.

### What does Frank specialize in?

Frank's specialties include retirement planning, tax planning and estate & legacy planning. Frank works with retirees and pre-retirees.

### Is Frank Ortiz registered with the SEC?

Yes. Frank Ortiz is registered as an investment adviser representative in IA (CRD 8206156), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rosemeyer Management Group manage?

Rosemeyer Management Group reports $914.0M across 1,170 accounts in assets under management.

### How do I contact Frank Ortiz?

Through Frank's website, www.rosemeyermg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8206156): 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://rosemeyermg.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.