Joshua Short
OptimalPath Advisors, LLC · Church Hill, Tennessee
Joshua Short is a fee-only financial advisor at OptimalPath Advisors, LLC in Church Hill, Tennessee, who holds the CFP and EA credentials. Joshua charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $3,000) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Facts
| Firm | OptimalPath Advisors, LLC |
|---|---|
| Based in | Church Hill, Tennessee |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $3,000 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in TN, TX · CRD 8041488 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | optimalpathadvisors.com |
| Profile |
How Joshua's firm compares
- Ongoing planning starts at $6,000 a year, above the Tennessee median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Tennessee median of $2,000 for fee-only firms that publish prices.
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Questions about Joshua
Is Joshua Short a fee-only financial advisor?
Yes. Joshua Short is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joshua's firm.
How does Joshua charge for financial advice?
Joshua charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Joshua charge?
According to OptimalPath Advisors, LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $3,000.
Does Joshua work with clients virtually?
Yes. OptimalPath Advisors, LLC says on its website that it works with clients remotely.
Where is Joshua Short based?
Joshua Short is based in Church Hill, Tennessee.
What does Joshua specialize in?
Joshua's specialties include flat-fee planning, retirement planning, tax planning and equity compensation.
What credentials does Joshua Short hold?
Joshua Short holds the CFP and EA credentials.
Is Joshua Short registered with the SEC?
Yes. Joshua Short is registered as an investment adviser representative in TN and TX (CRD 8041488), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Joshua Short?
Through Joshua's website, optimalpathadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- OptimalPath Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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