Bao Ly
Opal Advisors · Bellevue, Washington
Bao Ly is a fee-only financial advisor at Opal Advisors in Bellevue, Washington. Bao focuses on retirement planning, estate & legacy planning and tax planning. Opal Advisors reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Opal Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $174.0M across 381 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7338510 |
| Exams passed | Series 65 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.opaladvisors.com |
How Bao's firm compares
- Opal Advisors's average account is about $457,000, from its Form ADV (assets managed divided by 381 accounts).
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Questions about Bao
Is Bao Ly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bao holds no broker registration, and Opal Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bao charge for financial advice?
Bao's firm, Opal Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Bao Ly based?
Bao Ly is based in Bellevue, Washington.
What does Bao specialize in?
Bao's specialties include retirement planning, estate & legacy planning and tax planning.
Is Bao Ly registered with the SEC?
Yes. Bao Ly is registered as an investment adviser representative in WA (CRD 7338510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Opal Advisors manage?
Opal Advisors reports $174.0M across 381 accounts in assets under management.
How do I contact Bao Ly?
Through Bao's website, www.opaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Opal Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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