Optimalpath Advisors, LLC fees and pricing
Financial planner in Church Hill, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Optimalpath Advisors, LLC charges $125-$200 an hour, a flat or project fee of $1,500-$5,000, and an annual fee of $3,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$200/hr
“OPA may offer optional services outside the primary scope on an hourly basis, performed only with the Client’s written approval, and billed at OPA’s then-current hourly rate ( currently $125-$200/hr or at an hourly rate agreed to in writing at the time such services are authorized).”
- Flat or project fee
- $1,500-$5,000
“Navigator – Ongoing Financial Planning (Advice Only) Onboarding / Initial Planning Fee: $1,500 – $5,000.”
- Annual fee
- $3,000-$6,000/yr
“Annual fee of $3,000 – $6,000, billed monthly or quarterly in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Optimalpath Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In certain circumstances involving materially greater complexity or scope, OPA may charge fees outside the ranges listed below; any such fee will be agreed to in writing in advance.”
- “Annual fee of $4,800 – $7,800 , billed monthly or quarterly in arrears.”
- “If the client terminates the engagement before delivery of the final work product, OPA will refund the unearned portion of the fee based on the proportion of work completed as of the date of termination.”
How Optimalpath Advisors, LLC’s fees compare
- Its hourly rate of $125-$200 is below the Tennessee median of $275. 7% of the 111 other Tennessee planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 spans the Tennessee median of $3,000. 54% of the 89 other Tennessee planners that publish a flat or project fee charge less.
- Its annual fee of $3,000-$6,000 is below the Tennessee median of $7,250. 29% of the 35 other Tennessee planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Optimalpath Advisors, LLC
“Summit – Wealth Management (Investment Management with Financial Planning Included) Under the Summit tier, our firm provides continuous advice regarding the investment of Client funds based on the individual needs of the Client.”
- Principal: Joshua Short
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Equity compensation
- Cash flow and budgeting
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, portfolio management for individuals and small businesses, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334673
- Phone
- (423) 534-7759
Other planners in Tennessee that publish fees
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Allied InvestmentsJohnson City$150/hr, Up to $2,500
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.