Francis Walsh
Opulus · Doylestown, Pennsylvania
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.
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Facts
| Firm | Opulus |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $104.9M across 436 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6744742 |
| Exams passed | Series 63 (2017) · Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.opulus.us |
How Francis's firm compares
- Opulus's average account is about $241,000, from its Form ADV (assets managed divided by 436 accounts).
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Questions about Francis
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.
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
- 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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