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Optimum Retirement Planning LLC
Optimum Retirement Planning LLC is a registered investment advisor specializing in retirement planning.
Optimum Retirement Planning LLC
OPTIMUM RETIREMENT PLANNING LLC is an SEC-registered investment adviser in LAKE FOREST, IL. The firm manages approximately $85 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Optimum Retirement Planning LLC?
The firm does not publicly disclose its investment committee or principal advisors. Based on its RIA registration, a chief compliance officer is named on Form ADV, but no individual portfolio managers are identified in public filings.
Is Optimum Retirement Planning structured as a family office?
No. Optimum Retirement Planning is registered as a federally covered investment advisor (RIA), not a family office. It serves retail clients, not a single high-net-worth family.
What investment stages or asset classes does the firm typically target?
The firm focuses on retirement accounts, which typically involve mutual funds, ETFs, fixed annuities, and individually managed accounts. It does not report venture capital, private equity, or hedge fund allocations in public filings.
Does the firm manage institutional capital or only individual client accounts?
Optimum Retirement Planning appears to serve individual retail clients and small business retirement plan sponsors. There is no evidence of institutional separate accounts or endowment/foundation clients in public data.
How does the firm generate revenue?
The firm operates on a fee-based advisory model, charging as a percentage of assets under management. It may also receive commissions on annuity or insurance products, though this is not publicly detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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