# Garrett Dastrup

> Garrett Dastrup is a fee-only financial advisor at Opportunus Wealth Management in Gig Harbor, Washington, who holds the CFA credential. Garrett 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/garrett-dastrup/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Opportunus Wealth Management
- **Based in:** Gig Harbor, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $102.9M across 334 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Small business owners
- **CRD:** 4962662 (https://adviserinfo.sec.gov/individual/summary/4962662)
- **SEC registration:** Investment adviser representative in OR, TX, UT, WA
- **Exams passed:** Series 63 (2006), Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.opportunuswealth.com

## Frequently asked questions

### Is Garrett Dastrup a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Garrett 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 Garrett charge for financial advice?

Garrett'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 Garrett Dastrup based?

Garrett Dastrup is based in Gig Harbor, Washington.

### What does Garrett specialize in?

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

### What credentials does Garrett Dastrup hold?

Garrett Dastrup holds the CFA credential.

### Is Garrett Dastrup registered with the SEC?

Yes. Garrett Dastrup is registered as an investment adviser representative in OR, TX, UT and WA (CRD 4962662), 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 Garrett Dastrup?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4962662): 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.