# Optimal Planning

Optimal Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://optimalplanning.com

## Regulatory record

- **CRD number:** 283885
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283885

## About

OPTIMAL PLANNING LLC is a state-registered investment adviser in CONCORD, NC. The firm manages $43 million in assets, $41 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who controls Optimal Planning?

The current principals and decision-makers at Optimal Planning are not publicly identified. The firm has not disclosed a management team through its own communications, regulatory filings, or press coverage, and no law firm or wealth advisor has been linked to the entity in a manner that reveals its beneficiaries.

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Last updated: 2026-07-06T01:24:22.549Z

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