Optivise Advisory Services LLC logo

Optivise Advisory Services LLC

Updated today

Total assets under management

$287,936,257

Total clients

1,227

4% high-net worth

Total advisors

20

of 25 employees

Firm size

Multi Team

Average clients per advisor

61

Average account size

$234,667

About

Optivise Advisory Services provides portfolio management and financial planning to a mix of individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and financial institutions. The firm also offers ERISA-plan advice and a co‑advisory program for employer‑sponsored defined contribution plans that delivers participant guidance via an online dashboard.

Investment advice is delivered through discretionary model portfolios managed internally or by sub‑advisors, with allocations built from mutual funds, ETFs, equities, bonds, options, REITs and annuity products; the firm monitors accounts continuously and may use option strategies and margin when appropriate. Advisor relationships typically involve written agreements and ongoing reviews, and the firm may outsource model management to third‑party managers while retaining oversight and the authority to hire or fire sub‑advisors.

Optivise is notable for offering a subscription‑priced, co‑advisory service for plan participants (a recurring $30–$200 monthly fee processed via Stripe through a co‑advisory partner) and for providing Advisory Institutional Services (AIS) — compliance, operational consulting and bundled technology — to other investment advisers. The firm’s ownership includes CPAs and principals of Financial Architects & Consultants, and it operates an affiliated insurance marketing entity (AdvisorWorx) and distributes insurance and precious metals through associated persons, arrangements that the brochure discloses and addresses as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees up to $10,000 for broad-based financial planning services; potentially higher on case-by-case basis

Percentage

$0+: Up to 1.80% annually (Non-Options-Based Account) $0+: Up to 1.95% annually (Options-Based Account)

Commissions

Commissions on insurance products sold through affiliated insurance agency; commissions on physical gold and silver sales through designated third parties

Project-based

Up to $200 per hour for specific financial planning services

Subscriptions

Monthly recurring fee between $30 and $200 per account for employer-sponsored defined contribution plan services

Other

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

Main office location

Optivise Advisory Services LLC

109 Holiday Ct, Suite A6

Franklin TN 37067, United States

Number of offices

22

Most active in

Alabama · Arkansas · California · Colorado · Florida · Georgia · Indiana · Kansas · Kentucky · Louisiana · Maine · Minnesota · Missouri · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kyle L

Series 63, Series 65

Waco, TX

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Paul D

Series 63, Series 65

Hampden, ME

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Britton O

Series 63, Series 65

San Antonio, TX

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Sarah J

Series 66

Pine Island, MN

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Brett W

Series 65

Franklin, TN

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Allen H

Series 66

Hot Springs Village, AR

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Rory D

Series 63, Series 65, Series 66

Franklin, TN

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Kevin M

Series 63, Series 65

Arlington, TX

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Michael W

Series 63, Series 65

Franklin, TN

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Judith T

CFP®, Series 63

Scotts Hill, TN

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Jennifer S

Series 63, Series 66

Spring Hill, FL

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

James S

Series 63, Series 66

Fayetteville, AR

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Stacey A

Series 65

Spring Hill, TN

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Cory C

Series 65

Franklin, TN

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
user avatar

Cory C

PFS™, Series 65

Chattanooga, TN

Optivise Advisory Services LLC

Options & derivatives strategies Annuities Equity compensation tax strategy Wealth management Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")