Firm
Opti Bloom Advisors
Alpharetta, Georgia
Fee-only
Opti Bloom Advisors at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 23 individual clients, 4 of them high net worth.
- Its average account is about $225,000 (assets it manages divided by its 80 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Alpharetta, Georgia |
|---|---|
| Website | optibloomadvisors.com |
| Phone | (240) 848-8230 |
Opti Bloom Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"Fee only fiduciary. No investible minimums." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 19 |
| High-net-worth clients | 4 |
| Accounts managed | 80 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | April 6, 2026 |
| SEC record | CRD 299179 |