Roberto Ortega
RidgeOak Wealth · Spring, Texas
Roberto Ortega is a fee-only financial advisor at RidgeOak Wealth in Spring, Texas, who holds the CFP credential. Roberto focuses on tax planning, estate & legacy planning and retirement planning. RidgeOak Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | RidgeOak Wealth |
|---|---|
| Based in | Spring, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $33.3M across 99 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 6401443 |
| Exams passed | Series 63 (2014) · Series 66 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ridgeoakwealth.com |
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Questions about Roberto
Is Roberto Ortega a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roberto holds no broker registration, and RidgeOak Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roberto charge for financial advice?
Roberto's firm, RidgeOak Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Roberto Ortega based?
Roberto Ortega is based in Spring, Texas.
What does Roberto specialize in?
Roberto's specialties include tax planning, estate & legacy planning, retirement planning and divorce financial planning. Roberto works with physicians.
What credentials does Roberto Ortega hold?
Roberto Ortega holds the CFP credential.
Is Roberto Ortega registered with the SEC?
Yes. Roberto Ortega is registered as an investment adviser representative in TX and VA (CRD 6401443), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RidgeOak Wealth manage?
RidgeOak Wealth reports $33.3M across 99 accounts in assets under management.
How do I contact Roberto Ortega?
Through Roberto's website, www.ridgeoakwealth.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
- RidgeOak Wealth 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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