Optimus Capital Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“On an hourly basis calculated on a charge of $250 per hour.”

Flat or project fee

$500

“- Item 5 Financial Planning and Consulting Services Fees Generally, Optimus Capital Advisors requires a minimum fee of $500.00 for Financial Planning and Consulting Services; provided, however, that Optimus Capital Advisors retains the right to reduce or waive the minimum fee.”

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

How Optimus Capital Advisors, LLC bills

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

• “Fees for Financial Planning and Consulting Services are due and payable in advance or upon completion of the advisory service.”
• “Portfolio management fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances, among others.”
• “Since this fee is negotiable, the exact fee paid by the client will be clearly stated in the advisory agreement signed by the client and the firm.”

How Optimus Capital Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Coppell that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Texas median of $3,850. 3% of the 401 other Texas planners that publish a flat or project fee charge less.
• None of the 3 other planners in Coppell that publish a flat or project fee charge less.

About Optimus Capital Advisors, LLC

• Firm size: 4 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• 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

Minimum

$500 minimum fee (stated in brochure)

Clients

191

Employees

4

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$264,138,598

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147500

Website

optimusca.com (opens in new tab)

Phone

(972) 745-7704

Can advise clients in 3 states: California, Louisiana, Texas

Other planners in Coppell that publish fees

• Collective Wealth Advisors LLCCoppell$300/hr, $500⁠-⁠$5,000
• Pathsetter FinancialCoppell$250/hr, $500⁠-⁠$8,000
• PRS Wealth ManagementCoppell$3,000⁠-⁠$30,000
• Serendib Capital Management LLCCoppell$200/hr
• Stratia Wealth Management, LLCCoppell$400/hr

Compare all 8 planners in Coppell