Paul Lightfoot
Optima Asset Management, Inc. · Dallas, Texas
Paul Lightfoot is a fee-only financial advisor at Optima Asset Management, Inc. in Dallas, Texas, who holds the CFP credential. Optima Asset Management, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Optima Asset Management, Inc. |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $657.4M across 273 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6317454 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Paul's firm compares
- Optima Asset Management, Inc.'s average account is about $2.4 million, from its Form ADV (assets managed divided by 273 accounts).
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Questions about Paul
Is Paul Lightfoot a fee-only financial advisor?
Yes. Paul Lightfoot is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Paul's firm.
How does Paul charge for financial advice?
Paul's firm, Optima Asset Management, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paul Lightfoot based?
Paul Lightfoot is based in Dallas, Texas.
What credentials does Paul Lightfoot hold?
Paul Lightfoot holds the CFP credential.
Is Paul Lightfoot registered with the SEC?
Yes. Paul Lightfoot is registered as an investment adviser representative in TX (CRD 6317454), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Optima Asset Management, Inc. manage?
Optima Asset Management, Inc. reports $657.4M across 273 accounts in assets under management.
How do I contact Paul Lightfoot?
Contact details aren't on file yet. Search for Optima Asset Management, Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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