Marc Ortega
MDO Financial Planning · Edinburg, Texas
Marc Ortega is a fee-only financial advisor at MDO Financial Planning in Edinburg, Texas. MDO Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | MDO Financial Planning |
|---|---|
| Based in | Edinburg, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $312K across 6 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7518898 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Marc's firm compares
- MDO Financial Planning's average account is about $52,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Marc
Is Marc Ortega a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and MDO Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, MDO Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marc Ortega based?
Marc Ortega is based in Edinburg, Texas.
Is Marc Ortega registered with the SEC?
Yes. Marc Ortega is registered as an investment adviser representative in TX (CRD 7518898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MDO Financial Planning manage?
MDO Financial Planning reports $312K across 6 accounts in assets under management.
How do I contact Marc Ortega?
Contact details aren't on file yet. Search for MDO Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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
- 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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