Advisor at Optivise Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Optivise Advisory Services LLC
Location
Arlington, TX
Credentials
Series 63, Series 65
Industry experience
18 years
Kevin Moss is a financial advisor with Optivise Advisory Services LLC in Arlington, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. His background includes roles at PanthRex Asset Management, UBER, and Callaway Financial Services. He is also involved in insurance product sales, dedicating approximately half of his time to fixed insurance products. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and financial institutions. The firm employs both internally developed and third-party model portfolios, offers discretionary and non-discretionary solutions, and supports employer-sponsored defined contribution plans through a subscription-based co-advisory program.
Based on Optivise Advisory Services LLC
Based on Optivise Advisory Services LLC
Fixed fees up to $10,000 for broad-based financial planning services; potentially higher on case-by-case basis
$0+: Up to 1.80% annually (Non-Options-Based Account) $0+: Up to 1.95% annually (Options-Based Account)
Commissions on insurance products sold through affiliated insurance agency; commissions on physical gold and silver sales through designated third parties
Up to $200 per hour for specific financial planning services
Monthly recurring fee between $30 and $200 per account for employer-sponsored defined contribution plan services
Fee-only: Fixed fees up to $10,000 for financial planning services; hourly fees up to $200/hour for specific services; monthly recurring fees between $30 and $200 for employer-sponsored defined contribution plan advice
Arlington, TX
Texas
Optivise Advisory Services, LLC
2019 - Present (7 years)
PanthRex Asset Management, PKA Ministry Benefit Investments
2016 - Present (10 years)
uber
2015 - 2018 (3 years)
Moss Agency
2005 - Present (21 years)
Mossom
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
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Callaway Financial Services
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