Peter Byrd
Opulent Wealth · Richmond, Virginia
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.
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Specialties
Facts
| Firm | Opulent Wealth |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $49.1M across 43 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7936963 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.opulentwealthrva.com |
| Profile |
How Peter's firm compares
- Opulent Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 43 accounts).
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Questions about Peter
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.
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
- Opulent Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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