# Optimum Retirement Planning LLC

> Optimum Retirement Planning LLC is a state-registered investment advisory firm in Libertyville, IL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 312732
- Filed as: OPTIMUM RETIREMENT PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Libertyville, IL
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312732
- AdvisorCensus page: https://advisorcensus.com/firm/optimum-retirement-planning-llc-libertyville-il-312732

## Quick answers

**How is Optimum Retirement Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Optimum Retirement Planning LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Optimum Retirement Planning LLC located?**
Optimum Retirement Planning LLC's principal office is in Libertyville, IL, according to its Form ADV.

**Is Optimum Retirement Planning LLC registered with the SEC or a state?**
Optimum Retirement Planning LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312732.

**How much does Optimum Retirement Planning LLC manage?**
Optimum Retirement Planning LLC reports $85,381,282 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**What types of clients does Optimum Retirement Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (5).

**Does Optimum Retirement Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312732

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $85,381,282
- Discretionary: $85,381,282
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $4,363,315 |
| High net worth individuals | 32 | $81,017,967 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- optimumretirementplanning.com
- Facebook @Optimum-Retirement-Planning-LLC-106222061665274
- Instagram @2minuteretirementplanning
- Instagram @optimumretirementplanning
- LinkedIn @optimum-retirement-planning-llc
- LinkedIn @lawrencepershing
- TikTok @2minuteretirementplan
- YouTube @2MinuteRetirementPlanning
- YouTube @UCcTlkM5slSbeVsPTkxUQAHQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Optimum Retirement Planning LLC (CRD 312732): Form ADV filing data as of October 2026.