Lance Riddle
Lance Riddle is a CFP-designated registered investment advisor at Optimal Wealth Advisors, LLC, based in Dallas, TX, with 25 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 54 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optimal Wealth Advisors' annual fee for managing your money ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is negotiable and paid monthly or quarterly at the beginning of each period. If a sub-adviser is used, their maximum fee is 0.60%, billed monthly or quarterly.
Location
4100 Spring Valley Road, Suite 830, Dallas, TX, 75244
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lance has been an independent insurance agent since 1992, dedicating about half of his time to this activity, some of which occurs during market hours.
Employment History
Current Registrations
Optimal Wealth Advisors, LLC
Previous Registrations
Optimalfolios, LLC
LPL Financial Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.