Optimum Retirement Planning
Lisle, Illinois
Optimum Retirement Planning at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 37 individual clients, 32 of them high net worth.
- Its average account is about $514,000 (assets it manages divided by its 166 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Lisle, Illinois |
|---|---|
| Website | optimumretirementplanning.com |
| [email protected] | |
| Phone | (847) 497-5935 |
Questions about Optimum Retirement Planning
How is Optimum Retirement Planning paid?
Optimum Retirement Planning's Form ADV says it is paid by: fixed fees.
How many advisors does Optimum Retirement Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Optimum Retirement Planning.
What is the average account at Optimum Retirement Planning?
Optimum Retirement Planning's average account is about $514,000. That's the assets on its Form ADV divided by its 166 accounts.
What does Optimum Retirement Planning specialize in?
Optimum Retirement Planning's advisors and website list flat-fee planning, retirement planning and tax planning.
Is Optimum Retirement Planning accepting new clients?
Yes, according to Optimum Retirement Planning's website, checked October 28, 2026.
Optimum Retirement Planning fees
Optimum Retirement Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Fixed fees |
|---|---|
| Assets managed | $85 million |
| Individual clients | 5 |
| High-net-worth clients | 32 |
| Accounts managed | 166 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 6, 2026 |
| SEC record | CRD 312732 |