# Lisa Bayer

> Lisa Bayer is a fee-only financial advisor at Opus Financial Solutions LLC in Downers Grove, Illinois, who holds the CFP and CFA credentials. Lisa focuses on tax planning. Opus Financial Solutions LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lisa-bayer/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Opus Financial Solutions LLC
- **Based in:** Downers Grove, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $150.8M across 504 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Tax planning
- **CRD:** 1448970 (https://adviserinfo.sec.gov/individual/summary/1448970)
- **SEC registration:** Investment adviser representative in CO, IL
- **Exams passed:** Series 66 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://opusfinancialsolutions.com

## Frequently asked questions

### Is Lisa Bayer a fee-only financial advisor?

Yes. Lisa Bayer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lisa's firm.

### How does Lisa charge for financial advice?

Lisa's firm, Opus Financial Solutions LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Lisa work with clients virtually?

Yes. Opus Financial Solutions LLC says on its website that it works with clients remotely.

### Where is Lisa Bayer based?

Lisa Bayer is based in Downers Grove, Illinois.

### What does Lisa specialize in?

Lisa's specialties include tax planning.

### What credentials does Lisa Bayer hold?

Lisa Bayer holds the CFP and CFA credentials.

### Is Lisa Bayer registered with the SEC?

Yes. Lisa Bayer is registered as an investment adviser representative in CO and IL (CRD 1448970), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Opus Financial Solutions LLC manage?

Opus Financial Solutions LLC reports $150.8M across 504 accounts in assets under management.

### How do I contact Lisa Bayer?

Through Lisa's website, opusfinancialsolutions.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/lisa-bayer-90005): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.opusfinancialsolutions.com/): specialties, clients served, and fees, checked October 28, 2026

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