Optimus Advisory Group fees and pricing
Financial planner in Irvine, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 21, 2026, Optimus Advisory Group charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“General Financial Planning - Fees for financial planning services are a non-negotiable $175 per hour and due at the time of service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Optimus Advisory Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are charged quarterly in advance unless the managed accounts are managed through Orion Portfolio Solutions as these 7 accounts are invoiced monthly in arrears.”
- “Where services are initiated or terminated at any time other than the beginning of a billing period, advisory fees will be prorated.”
- “Royalties are prorated and paid on a monthly basis.”
How Optimus Advisory Group’s fees compare
- Its hourly rate of $175 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 30 other planners in Irvine that publish an hourly rate charge less.
About Optimus Advisory Group
- Principal: Paul Hewitt
- Firm size: 2 employees.
- Registered as an adviser: 1998 (28 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
- Clients
- 75
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and other investment advisers
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $34,980,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111239
- Phone
- (949) 727-4734
Can advise clients in 2 states: California, Tennessee
Other planners in Irvine that publish fees
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- Advanced Financial Strategies IncIrvine$200-$400/hr
- Am Wealth Solutions, LLCIrvine$250/hr
- Ascend Financial Advisers, IncIrvine$350/hr
- Beltramo Financial Services, Inc.Irvine$1,500-$5,000
- Capital CS Group, LLCIrvine$450/hr, $1,000-$50,000
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.