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CFP

Frank Akridge

Optivise Advisory Services LLC
25 Years of Experience
Woodstock, GA
2 DisclosuresSells Insurance
View SEC Summary
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Frank Akridge is a CFP-designated registered investment advisor at Optivise Advisory Services LLC, based in Woodstock, GA, with 25 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,233 clients with $290M in assets under management.

Optivise Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,233 clients
Average Client Portfolio
$234K average
Assets Under Management
$287.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Woodstock, GA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2019
Customer Dispute
May 2019
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Frank is a partner/consultant at Freedom Consultants LLC, helping his spouse maintain the site and doing accounting for the business, dedicating about 10-20% of his time. He also markets insurance products as an independent contractor for various carriers through Financial Pathfinder LLC Insurance and Advisory DBA, spending about half his time on this.

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Optivise Advisory Services LLC
June 2019 - December 2020 · 1 yr 6 mos
Blue Duck Wealth Management
August 2016 - June 2019 · 2 yrs 10 mos
Mwa Financial Services, INC.
May 2011 - January 2013 · 1 yr 8 mos
Direct Capital Advisors
September 2009 - March 2011 · 1 yr 6 mos
Cambridge Legacy Advisors, INC.
September 2005 - March 2008 · 2 yrs 6 mos
AXA Advisors, LLC
February 2001 - July 2003 · 2 yrs 5 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.
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