Opti Bloom Advisors LLC fees and pricing
Financial planner in Alpharetta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 6, 2026, Opti Bloom Advisors LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Services are offered based on an hourly fee of $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Opti Bloom Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The Client must consent in advance to direct debiting of their investment account.”
How Opti Bloom Advisors LLC’s fees compare
- Its hourly rate of $200 is below the Georgia median of $250. 16% of the 169 other Georgia planners that publish an hourly rate charge less.
- None of the 10 other planners in Alpharetta that publish an hourly rate charge less.
About Opti Bloom Advisors LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 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
- 0.4% a year
- Clients
- 23
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $18,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299179
- Phone
- (240) 848-8230
Other planners in Alpharetta that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Atlas Investment AdvisorsAlpharetta$275/hr, $3,800-$5,000
- Blueprint Private Wealth Management LLCAlpharetta$600-$5,000
- Capital Endurance Group, IncAlpharetta$350/hr, $2,000-$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.