Optimist Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“Hourly fees can range from $250 - $400 per hour for those that do not meet the minimum relationship for managed assets.”

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

How Optimist Capital bills

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

• “Clients are permitted to cancel their relationship with us at any time by written notice, final invoice shall be provided at cancelation.”
• “Certain legacy accounts from a merger have fees billed in advance and different fee structures, which have been maintained to minimize disruption to those clients.”
• “Fees are negotiable and vary depending upon the complexity of the client situation, services to be provided and whether the client as met the minimum relationship for managed assets noted above in Fee Schedule.”

How Optimist Capital’s fees compare

• Its hourly rate of $250-$400 spans the Florida median of $288. 63% of the 372 other Florida planners that publish an hourly rate charge less.
• 6 of the 8 other planners in Palm Beach Gardens that publish an hourly rate charge less.

About Optimist Capital

• Firm size: 4 employees.
• 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

1.25% a year

Clients

61

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and newsletters and publications

Assets managed

$96,723,707

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292023

Website

twitter.com/optimistcapital (opens in new tab)

Phone

(561) 771-8077

Can advise clients in 2 states: California, Florida

Other planners in Palm Beach Gardens that publish fees

• Atticus Wealth ManagementPalm Beach Gardens$500/hr, $7,500⁠-⁠$30,000
• Castle Island WealthPalm Beach Gardens$350/hr
• Center for Asset Management, LLCPalm Beach Gardens$300/hr
• Dakota Wealth, LLCPalm Beach Gardens$5,000⁠-⁠$25,000
• Kuyrkendall CapitalPalm Beach Gardens$500⁠-⁠$10,000
• Lri InvestmentsPalm Beach Gardens$150⁠-⁠$350/hr, $650⁠-⁠$2,500

Compare all 18 planners in Palm Beach Gardens