Optimal Investment Performance, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Ad-hoc Consultations OIP offers consultations on a variety of financial and investment topics at an hourly rate of $300 per hour or for a negotiated fixed fee agreed to by the client prior to inception of the project.”

Flat or project fee

$3,800

“Complete Financial Review, Investment Plan, and Implementation Support The fixed, one-time fee is typically $3,800 but may range from $2,200 to $5,800 depending on the complexity of the client’s needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Optimal Investment Performance, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Negotiated fixed-fee rates are based on the number of hours expected to be billed at $300/hour.”
• “In the fixedfee arrangement, if the required time spent ends up being more or less than the estimate, the client will be invoiced for no more or less than the agreed-to fixed fee.”
• “After delivery of services, the client will receive an electronic invoice that is due upon receipt.”

How Optimal Investment Performance, LLC’s fees compare

• Its hourly rate of $300 is above the Utah median of $200. 79% of the 78 other Utah planners that publish an hourly rate charge less.
• Its flat or project fee of $3,800 is above the Utah median of $2,050. 68% of the 63 other Utah planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Optimal Investment Performance, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326155

Phone

(917) 538-4468

Other planners in American Fork that publish fees

• Strive Investment Management, LLCAmerican Fork$150/hr
• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Abacus Investment AdvisorsSalt Lake City$100/hr
• Abg ConsultantsCottonwood Heights$250/hr, $300⁠-⁠$1,500
• Albility PlanningMapleton$275/hr, $275/mo
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000

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