Jonathon Butler
Opulence Planning · Helena, Montana
Jonathon Butler is a fee-only financial advisor at Opulence Planning in Helena, Montana, who holds the CFP credential. Opulence Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Opulence Planning |
|---|---|
| Based in | Helena, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $10.3M across 58 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT · CRD 6391234 |
| Exams passed | Series 63 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.opulenceplanning.com |
| Profile |
How Jonathon's firm compares
- Opulence Planning's average account is about $178,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Jonathon
Is Jonathon Butler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathon holds no broker registration, and Opulence Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathon charge for financial advice?
Jonathon's firm, Opulence Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathon Butler based?
Jonathon Butler is based in Helena, Montana.
What credentials does Jonathon Butler hold?
Jonathon Butler holds the CFP credential.
Is Jonathon Butler registered with the SEC?
Yes. Jonathon Butler is registered as an investment adviser representative in MT (CRD 6391234), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Opulence Planning manage?
Opulence Planning reports $10.3M across 58 accounts in assets under management.
How do I contact Jonathon Butler?
Through Jonathon's website, www.opulenceplanning.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
- 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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