# Francis Walsh

> Francis Walsh is a fee-only financial advisor at Opulus in Doylestown, Pennsylvania. Opulus reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/francis-walsh/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Opulus
- **Based in:** Doylestown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $104.9M across 436 accounts
- **CRD:** 6744742 (https://adviserinfo.sec.gov/individual/summary/6744742)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2017), Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.opulus.us

## Frequently asked questions

### Is Francis Walsh a fee-only financial advisor?

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

### How does Francis charge for financial advice?

Francis's firm, Opulus, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Francis Walsh based?

Francis Walsh is based in Doylestown, Pennsylvania.

### Is Francis Walsh registered with the SEC?

Yes. Francis Walsh is registered as an investment adviser representative in PA (CRD 6744742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Opulus manage?

Opulus reports $104.9M across 436 accounts in assets under management.

### How do I contact Francis Walsh?

Through Francis's website, www.opulus.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6744742): 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

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