Matt Smith
Opus Financial Solutions LLC · Boulder, Colorado
Matt Smith is a fee-only financial advisor at Opus Financial Solutions LLC in Boulder, Colorado, who holds the CFA credential. Opus Financial Solutions LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Opus Financial Solutions LLC |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $150.8M across 504 accounts |
| Credentials | CFA |
| Firm size | 2 employees |
| Profile |
How Matt'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 Matt
Is Matt Smith a fee-only financial advisor?
Yes. Matt Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Matt charge for financial advice?
Matt's firm, Opus Financial Solutions LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matt Smith based?
Matt Smith is based in Boulder, Colorado.
What credentials does Matt Smith hold?
Matt Smith holds the CFA credential.
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 Matt Smith?
Contact details aren't on file yet. Search for Opus Financial Solutions LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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