Optas, LLC fees and pricing
Financial planner in Dripping Springs, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Optas, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly rate to be charged will not exceed $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Optas, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Sponsors will be directly invoiced by the Firm.”
- “Fees will be due either at the time of engagement, as quarterly progress payments, or upon delivery of a financial plan or completed consultation project.”
- “Advisory fees paid for by a third-party Sponsor will be directly invoiced to the Sponsor.”
How Optas, LLC’s fees compare
- Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Dripping Springs that publish an hourly rate charge less.
About Optas, LLC
“Optas offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
- Firm size: 9 employees.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 131
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $881,910,703
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299965
- Phone
- (888) 284-7139
Can advise clients in 5 states: California, New Hampshire, New York, Texas, Washington
Other planners in Dripping Springs that publish fees
- Curran Financial Partners, LLCDripping Springs$250/hr, $3,000
- JPL Wealth ManagementDripping Springs$400/hr, $3,000-$10,000
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.