Optimo Capital fees and pricing

Financial planner in San Francisco, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 4, 2026, Optimo Capital charges $325⁠-⁠$425 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $325⁠-⁠$425/hr; “Our hourly billing rates are $325 to $425 per hour for services rendered by our professionals and starting from $50 per hour for services rendered by our staff, plus expenses.”

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

“Fees are due as stated in the client agreement with our firm; typically, monthly or upon delivery of your financial plan.”
“One half of such estimated hourly fees, or flat fees, is generally payable upon execution of a Client Service Agreement, and the other half upon completion of the work delineated therein.”
“If you have prepaid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

Its hourly rate of $325-$425 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
23 of the 35 other planners in San Francisco that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

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: 0.15% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 288421
Website: optimocapital.com (opens in new tab)
Phone: (415) 602-3127

Is something on this page wrong or out of date?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.