Frank O Akridge

CFP

24 Years of Experience

2 DisclosuresSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning

Optivise Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,216 clients

Average Client Portfolio

$220K average

Assets Under Management

$267.4M

Fee Structure

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 Report How 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.