Oscar Vives Ortiz
Sensible Money · Riverview, Florida
Oscar Vives Ortiz is a fee-only financial advisor at Sensible Money in Riverview, Florida, who holds the CFP and PFS credentials. Oscar focuses on retirement planning and tax planning. Sensible Money reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Sensible Money |
|---|---|
| Based in | Riverview, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $742.5M across 1,416 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in FL · CRD 6439374 |
| Exams passed | Series 66 (2016) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.sensiblemoney.com |
How Oscar's firm compares
- Sensible Money's average account is about $524,000, from its Form ADV (assets managed divided by 1,416 accounts).
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Questions about Oscar
Is Oscar Vives Ortiz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Oscar holds no broker registration, and Sensible Money reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Oscar charge for financial advice?
Oscar's firm, Sensible Money, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Oscar Vives Ortiz based?
Oscar Vives Ortiz is based in Riverview, Florida.
What does Oscar specialize in?
Oscar's specialties include retirement planning and tax planning. Oscar works with retirees and pre-retirees.
What credentials does Oscar Vives Ortiz hold?
Oscar Vives Ortiz holds the CFP and PFS credentials.
Is Oscar Vives Ortiz registered with the SEC?
Yes. Oscar Vives Ortiz is registered as an investment adviser representative in FL (CRD 6439374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sensible Money manage?
Sensible Money reports $742.5M across 1,416 accounts in assets under management.
How do I contact Oscar Vives Ortiz?
Through Oscar's website, www.sensiblemoney.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
- Sensible Money 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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