Optimum Wealth LLC fees and pricing
Financial planner in Keene, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Optimum Wealth LLC charges $275 an hour, a flat or project fee of $400, and a monthly fee of $150 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING HOURLY OR PROJECT-SPECIFIC PLANNING Clients that participate in this program will pay an hourly fee of $275 per hour.”
- Flat or project fee
- $400
“Education workshops Fees for this service are $400 for initial plan setup and then $150 per month advance.”
- Monthly fee
- $150/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Optimum Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client may cancel within five (5) business days of signing Agreement for a full refund.”
- “Optimum’s 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.”
- “Client will be entitled to a pro rata refund for the days service was not provided in the final billing period.”
How Optimum Wealth LLC’s fees compare
- Its hourly rate of $275 matches the New Hampshire median of $275. 46% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Keene that publish an hourly rate charge less.
- Its flat or project fee of $400 is below the New Hampshire median of $5,400. 3% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
- None of the 2 other planners in Keene that publish a flat or project fee charge less.
About Optimum Wealth LLC
“Optimum provides personalized confidential financial planning and investment management services to individuals and businesses. Optimum offers financial planning and consulting services to individuals and business owners.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285944
- Phone
- (603) 357-1084
Other planners in Keene that publish fees
- Birch Financial GroupKeene$400/hr, $10,000
- Olson Economics, LLCKeene$250/hr, $1,500-$2,500
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
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.