# Dennis Romney

> Dennis Romney is a fee-only financial advisor at Opportunus Wealth Management in Cottonwood Heights, Utah. Dennis focuses on retirement planning, tax planning and small business owners. Opportunus Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dennis-romney/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Opportunus Wealth Management
- **Based in:** Cottonwood Heights, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $102.9M across 334 accounts
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **CRD:** 5756865 (https://adviserinfo.sec.gov/individual/summary/5756865)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 66 (2010)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.opportunuswealth.com

## Frequently asked questions

### Is Dennis Romney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Opportunus Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dennis charge for financial advice?

Dennis's firm, Opportunus Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Dennis Romney based?

Dennis Romney is based in Cottonwood Heights, Utah.

### What does Dennis specialize in?

Dennis's specialties include retirement planning, tax planning and small business owners.

### Is Dennis Romney registered with the SEC?

Yes. Dennis Romney is registered as an investment adviser representative in UT (CRD 5756865), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Opportunus Wealth Management manage?

Opportunus Wealth Management reports $102.9M across 334 accounts in assets under management.

### How do I contact Dennis Romney?

Through Dennis's website, www.opportunuswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5756865): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.opportunuswealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.