# Steve Rumsey

> Steve Rumsey is a fee-only financial advisor at Optimus Advisory Group in Irvine, California. Optimus Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steve-rumsey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Optimus Advisory Group
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $35.0M across 233 accounts
- **CRD:** 2572676 (https://adviserinfo.sec.gov/individual/summary/2572676)
- **SEC registration:** Investment adviser representative in CA, TN, TX
- **Exams passed:** Series 63 (1995)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.optimusadvisory.com

## Frequently asked questions

### Is Steve Rumsey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steve holds no broker registration, and Optimus Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steve charge for financial advice?

Steve's firm, Optimus Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Steve work with clients virtually?

Yes. Optimus Advisory Group says on its website that it works with clients remotely.

### Where is Steve Rumsey based?

Steve Rumsey is based in Irvine, California.

### Is Steve Rumsey registered with the SEC?

Yes. Steve Rumsey is registered as an investment adviser representative in CA, TN and TX (CRD 2572676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Optimus Advisory Group manage?

Optimus Advisory Group reports $35.0M across 233 accounts in assets under management.

### How do I contact Steve Rumsey?

Through Steve's website, www.optimusadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2572676): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://optimusadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.