Optometry Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Optometry Wealth Advisors LLC provides combined financial planning and investment management to individuals, high-net-worth clients, and small‑business owners with a particular focus on optometry professionals and practice owners. Services include ongoing and limited‑scope financial planning, business and exit planning for practices, and implementation of client investment plans.
The firm typically implements model portfolios built from no‑load mutual funds and exchange‑traded funds using a systematic, passive approach informed by modern portfolio theory, and it manages accounts on either a discretionary or non‑discretionary basis depending on client authorization. OWA also may select and retain independent third‑party investment advisers to manage all or a portion of certain client accounts—retaining monitoring responsibility while delegating day‑to‑day trading—and offers separately managed and tax‑sensitive strategies when appropriate.
Distinctive features relative to many peers include a subscription‑style, fixed fee billing model rather than a standard percentage‑of‑AUM fee, and the provision of educational seminars and speaking engagements for groups. The firm operates as a solo advisor with modest assets under management and a narrowly tailored client niche in optometry, and it discloses that clients who engage third‑party managers may incur separate fees paid directly to those managers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-based financial planning fees ranging from $400 to $10,000, payable with half due at start and remainder upon completion.
Financial planning services charged at a rate of $250 per hour.
Ongoing financial planning and investment management combined services charged as a fixed monthly fee (monthly payments in arrears), with fees approximately ranging from $395 to $5,000 monthly depending on client characteristics.
Fee-only: Monthly fees range approximately from $395 to $5,000 per month for ongoing financial planning and investment management combined services. Project-based financial planning fees range from $400 to $10,000. Hourly financial planning fee is $250 per hour.
Main office
Madera CA
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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