Optimum Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Advisor will offset the compensation against the fees agreed upon under the Advisory Agreement. 12 Optimum Wealth Management, LLC FINANCIAL PLANNING and CONSULTING Advisor charges an hourly fee of $150 for financial planning.”

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

How Optimum Wealth Management, LLC bills

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

• “We send the client an invoice showing the amount of the fee, the asset valuation used to calculate the fee, and how the fee was calculated.”
• “For accounts closed prior to the end of the billing period, fees will be prorated, and Advisor will be entitled to a pro rata fee for the days service was provided during the final billing period.”
• “Since fees are billed in arrears, Clients will not have prepaid any refundable fees.”

How Optimum Wealth Management, LLC’s fees compare

• Its hourly rate of $150 is below the South Dakota median of $250. None of the 13 other South Dakota planners that publish an hourly rate charge less.

About Optimum Wealth Management, LLC

• Principal: Kelly Joneson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Founded: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.7% a year

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$18,196,713

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

282421

Website

optimumfg.com (opens in new tab)

Phone

(605) 519-8900

Can advise clients in 3 states: Iowa, Nebraska, South Dakota

Other planners in South Dakota that publish fees

• Alternative Strategies Group, Inc.Sioux Falls$1,000
• Applied Financial WisdomRapid City$10,000
• Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
• Astute Financial, LLCRapid City$500⁠-⁠$10,000, $300⁠-⁠$1,500/qtr
• Big Sioux Wealth ManagementWatertown$250/hr
• Birch Investment Management, L.L.C.Brookings$2,500⁠-⁠$10,000

Compare all 32 planners in South Dakota