Optimus Wealth Management Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Subsequent consultations are available at an hourly rate of $250 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“AND CONSULTING ONE-TIME FINANCIAL PLANNING FEES OWMG charges a fixed fee of $1,000 to $5,000 for financial planning.”

Monthly fee

$75⁠-⁠$1,000/mo

“ONGOING FINANCIAL PLANNING FEES Ongoing financial planning services are offered for a monthly fixed fee between $75 and $1,000 for ongoing financial advice based on complexity and unique Client needs.”

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

How Optimus Wealth Management Group, Inc. bills

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

• “Fees are payable upon delivery of recommendations.”
• “For cancellation after five business days, OWMG will be entitled to a pro-rata fee based on the percentage of work completed.”
• “The fee is paid to OWMG upon completion of the plan.”

How Optimus Wealth Management Group, Inc.’s fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the New York median of $4,500. 36% of the 251 other New York planners that publish a flat or project fee charge less.

About Optimus Wealth Management Group, Inc.

• Firm size: 2 employees.
• Founded: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• 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

1.5% a year

Employees

2

Services reported to regulators

Financial planning, selecting other advisers, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

149256

Phone

(518) 688-9006

Can advise clients in 4 states: Florida, Massachusetts, New York, Pennsylvania

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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