Joshua Ortiz
Amicus Financial Advisors · Lubbock, Texas
Joshua Ortiz is a fee-only financial advisor at Amicus Financial Advisors in Lubbock, Texas, who holds the ChFC credential. Joshua focuses on retirement planning and tax planning. Amicus Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Amicus Financial Advisors |
|---|---|
| Based in | Lubbock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $550.9M across 1,486 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 7276516 |
| Exams passed | Series 65 (2020) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.amicusadvisors.com |
How Joshua's firm compares
- Amicus Financial Advisors's average account is about $371,000, from its Form ADV (assets managed divided by 1,486 accounts).
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Questions about Joshua
Is Joshua Ortiz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Amicus Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Amicus Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Ortiz based?
Joshua Ortiz is based in Lubbock, Texas.
What does Joshua specialize in?
Joshua's specialties include retirement planning and tax planning. Joshua works with pre-retirees.
What credentials does Joshua Ortiz hold?
Joshua Ortiz holds the ChFC credential.
Is Joshua Ortiz registered with the SEC?
Yes. Joshua Ortiz is registered as an investment adviser representative in TX (CRD 7276516), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Amicus Financial Advisors manage?
Amicus Financial Advisors reports $550.9M across 1,486 accounts in assets under management.
How do I contact Joshua Ortiz?
Through Joshua's website, www.amicusadvisors.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
- Amicus Financial 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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