Lisa Bayer
Opus Financial Solutions LLC · Downers Grove, Illinois
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.
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Specialties
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 |
| Assets under management | $150.8M across 504 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO, IL · CRD 1448970 |
| Exams passed | Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | opusfinancialsolutions.com |
| Profile |
How Lisa's firm compares
- Opus Financial Solutions LLC's average account is about $299,000, from its Form ADV (assets managed divided by 504 accounts).
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Questions about Lisa
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Opus Financial Solutions LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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