Firm
Optometry Wealth Advisors LLC
Madera, California
Fee-only
Optometry Wealth Advisors LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 35 individual clients, 5 of them high net worth.
- Its average account is about $76,000 (assets it manages divided by its 104 accounts).
- Its ongoing planning fee starts at $5,220 a year, below the California median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Madera, California |
|---|---|
| Website | optometrywealth.com |
| [email protected] | |
| Phone | (559) 345-5059 |
Optometry Wealth 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 $5,220 a year |
|---|---|
| One-time plan | From $550 |
| Account minimum | None |
| How it charges | Ongoing planning fee · Hourly · One-time plans or projects · Flat fee |
In the firm's words
"Starts at: $435/month" source
"Total Cost: $550" source
"No investment fees. No Asset minimums." source
"Financial planning and investment management for a flat, monthly fee." 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 |
|---|---|
| Assets managed | $8 million |
| Individual clients | 30 |
| High-net-worth clients | 5 |
| Accounts managed | 104 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 317286 |