# Manuel Ortiz Aquino

> Manuel Ortiz Aquino is a fee-only financial advisor at Occidental Asset Management in Burlingame, California. Manuel charges an ongoing planning fee (a $500,000 asset minimum) and focuses on equity compensation, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Occidental Asset Management
- **Based in:** Burlingame, California
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.40B across 2,101 accounts
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Retirement planning, Founders (pre-exit)
- **Works with:** Retirees, Pre-retirees, Multi-generational families, Founders, Tech employees, Executives, Ultra high net worth
- **CRD:** 6150167 (https://adviserinfo.sec.gov/individual/summary/6150167)
- **SEC registration:** Investment adviser representative in CA, FL, SC, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://occidentalasset.com

## Frequently asked questions

### Is Manuel Ortiz Aquino a fee-only financial advisor?

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

### How does Manuel charge for financial advice?

Manuel charges an ongoing planning fee.

### How much does Manuel charge?

According to Occidental Asset Management's website, checked October 30, 2026: a $500,000 asset minimum.

### Does Manuel work with clients virtually?

Yes. Occidental Asset Management says on its website that it works with clients remotely.

### Where is Manuel Ortiz Aquino based?

Manuel Ortiz Aquino is based in Burlingame, California.

### What does Manuel specialize in?

Manuel's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning and founders (pre-exit). Manuel works with retirees, pre-retirees, multi-generational families, founders and tech employees.

### Is Manuel Ortiz Aquino registered with the SEC?

Yes. Manuel Ortiz Aquino is registered as an investment adviser representative in CA, FL, SC and TX (CRD 6150167), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Occidental Asset Management manage?

Occidental Asset Management reports $1.40B across 2,101 accounts in assets under management.

### How do I contact Manuel Ortiz Aquino?

Through Manuel's website, occidentalasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6150167): 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://occidentalasset.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.