Firm
Optimum Wealth Management
Pierre, South Dakota
Fee-only
Optimum Wealth Management at a glance
- One of 17 fee-only firms based in South Dakota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 5 of them high net worth.
- Its average account is about $276,000 (assets it manages divided by its 66 accounts).
Facts
| Based in | Pierre, South Dakota |
|---|---|
| Website | optimumfg.com |
| Phone | (605) 519-8900 |
Optimum Wealth Management fees
Optimum Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $18 million |
| Individual clients | 16 |
| High-net-worth clients | 5 |
| Accounts managed | 66 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 282421 |