A complete list of active advisors currently associated with Optimal Planning LLC

Warmer can help you find a great advisor at Optimal Planning LLC or one who fits your needs even better.

Optimal Planning LLC provides investment management, financial planning, and educational seminars to individuals, high-net-worth clients, and corporations or other businesses. As of December 31, 2025 the firm reported $40,820,011 in discretionary assets and $2,568,853 in non‑discretionary assets under management. The firm primarily practices passive investment management by building portfolios of index mutual funds and ETFs guided by client-specific investment policy statements, and it supplements allocation decisions with fundamental and cyclical analysis. Accounts are reviewed quarterly and, when authorized, the adviser exercises discretionary trading authority while allowing clients to impose reasonable restrictions. A distinctive feature is that the firm’s principal is licensed to sell life and health insurance and conducts that business through an unaffiliated insurance agency, receiving commissions and other benefits (the activity represents approximately 20% of the principal’s time). Although most AUM is discretionary, the firm maintains a measurable non‑discretionary advisory sleeve and does not provide written reports to investment management clients, practices that may differ from many peer firms.

To learn more about the advisors currently working at Optimal Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.