Optimal Planning LLC
Firm details
- Headquarters
- Concord, North Carolina
- CRD number
- 283885
- Website
- www.optimalplans.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Optimal Planning LLC is an independent, single-owner registered investment adviser organized as an LLC and based in North Carolina. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm also operates an insurance brokerage alongside its advisory practice. Data indicate the firm does not act as a capital allocator and is not positioned as an ESG-focused adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord, NC
Cabarrus
Location
Concord, NC
Headquartered in Concord, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Cabarrus
- Address
- 1028 Lee Ann Dr Ne
- Time zone
- ET (UTC-5)
- Office locations
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