Blake Broussard
Optas · Dripping Springs, Texas
Blake Broussard is a fee-only financial advisor at Optas in Dripping Springs, Texas. Optas reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Optas |
|---|---|
| Based in | Dripping Springs, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $881.9M across 685 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8049296 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.optastax.com |
How Blake's firm compares
- Optas's average account is about $1.3 million, from its Form ADV (assets managed divided by 685 accounts).
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Questions about Blake
Is Blake Broussard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Blake holds no broker registration, and Optas reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Blake charge for financial advice?
Blake's firm, Optas, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Blake Broussard based?
Blake Broussard is based in Dripping Springs, Texas.
Is Blake Broussard registered with the SEC?
Yes. Blake Broussard is registered as an investment adviser representative in TX (CRD 8049296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Optas manage?
Optas reports $881.9M across 685 accounts in assets under management.
How do I contact Blake Broussard?
Through Blake's website, www.optastax.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dripping Springs
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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