Firm
OptimalPath Advisors, LLC
Church Hill, Tennessee
Fee-only
OptimalPath Advisors, LLC at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $6,000 a year, above the Tennessee median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Church Hill, Tennessee |
|---|---|
| Website | optimalpathadvisors.com |
| [email protected] | |
| Phone | (423) 534-7759 |
OptimalPath Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $3,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$6,000 /year" source
"One-time fee $3,000" source
"Pathfinder: $3,000 one-time." source
"You pay one transparent flat fee for planning, tax strategy, and investment management." 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 334673 |