# Peter Byrd

> Peter Byrd is a fee-only financial advisor at Opulent Wealth in Richmond, Virginia, who holds the CFP credential. Peter focuses on retirement planning, estate & legacy planning and tax planning. Opulent Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/peter-byrd/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Opulent Wealth
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $49.1M across 43 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 7936963 (https://adviserinfo.sec.gov/individual/summary/7936963)
- **SEC registration:** Investment adviser representative in VA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.opulentwealthrva.com/

## Frequently asked questions

### Is Peter Byrd a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Opulent Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Peter charge for financial advice?

Peter's firm, Opulent Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Peter work with clients virtually?

Yes. Opulent Wealth says on its website that it works with clients remotely.

### Where is Peter Byrd based?

Peter Byrd is based in Richmond, Virginia.

### What does Peter specialize in?

Peter's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Peter Byrd hold?

Peter Byrd holds the CFP credential.

### Is Peter Byrd registered with the SEC?

Yes. Peter Byrd is registered as an investment adviser representative in VA (CRD 7936963), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Opulent Wealth manage?

Opulent Wealth reports $49.1M across 43 accounts in assets under management.

### How do I contact Peter Byrd?

Through Peter's website, www.opulentwealthrva.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7936963): 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.opulentwealthrva.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.