OptimalPath Advisors, LLC
At OptimalPath Advisors, we empower DIY investors with expert, fee-only financial planning—without product sales or hidden fees—for one flat fee. Investment management is optional, and if you want it, it’s included in that same flat fee (no additional AUM or percentage-of-assets fee).
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.

