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Credentials
CFP®, Series 63
Experience Industry experience
29 years
Location
Scotts Hill, TN 38374
Optivise Advisory Services LLC
Team
Judith Tucker is a CFP® professional at Optivise Advisory Services LLC with 29 years of experience in the financial industry. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance, and METLIFE Securities. Outside of her advisory work, she owns a tanning salon and is an independent insurance agent and notary public. Optivise Advisory Services provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary model portfolios, ERISA-plan advice, and a co-advisory program for employer-sponsored defined contribution plans, emphasizing continuous account monitoring and flexibility in investment management.
Based on Optivise Advisory Services LLC
Based on Optivise Advisory Services LLC
Fixed fees up to $10,000 for broad-based financial planning services; potentially higher on case-by-case basis
$0+: Up to 1.80% annually (Non-Options-Based Account) $0+: Up to 1.95% annually (Options-Based Account)
Commissions on insurance products sold through affiliated insurance agency; commissions on physical gold and silver sales through designated third parties
Up to $200 per hour for specific financial planning services
Monthly recurring fee between $30 and $200 per account for employer-sponsored defined contribution plan services
Fee-only: Fixed fees up to $10,000 for financial planning services; hourly fees up to $200/hour for specific services; monthly recurring fees between $30 and $200 for employer-sponsored defined contribution plan advice
Scotts Hill, TN
10145 Hwy 144 W
Scotts Hill TN 38374
Advisors at this office
1
Tennessee
29 years of industry experience
Optivise Advisory Services
2020 - Present • 6 years
Franklin, TN
Mass Mutual Investors Services
2017 - 2020 • 3 years
Scotts Hill, TN
MassMutual Life Insurance co
2016 - 2020 • 4 years
Scotts Hill, TN
METLIFE SECURITIES Inc
2016 - 2017 • 1 year
Memphis, TN
Rental Apartment
2013 - Present • 13 years
Scotts Hill, TN
J.D. Tucker Financial Services
1996 - Present • 30 years
Scotts Hill, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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