Ryan Greiser
Opulus, LLC · Doylestown, Pennsylvania
Ryan Greiser is a fee-only financial advisor at Opulus, LLC in Doylestown, Pennsylvania, who holds the CFP credential. Ryan charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $3,500 a year and no asset minimum) and focuses on equity compensation, tax planning and estate & legacy planning.
Request an introduction to Ryan →
Specialties
Who they serve
- High earners
Facts
| Firm | Opulus, LLC |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,500 a year · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $104.9M across 436 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6073404 |
| Exams passed | Series 63 (2012) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | opulus.us |
How Ryan's firm compares
- Ongoing planning starts at $3,500 a year, in line with the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- Opulus, LLC's average account is about $241,000, from its Form ADV (assets managed divided by 436 accounts).
Request an introduction to Ryan
Tell Ryan a little about what you're looking for. Ryan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ryan
Is Ryan Greiser a fee-only financial advisor?
Yes. Ryan Greiser 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 Ryan's firm.
How does Ryan charge for financial advice?
Ryan charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Ryan charge?
According to Opulus, LLC's website, checked October 28, 2026: ongoing planning from $3,500 a year; no asset minimum.
Where is Ryan Greiser based?
Ryan Greiser is based in Doylestown, Pennsylvania.
What does Ryan specialize in?
Ryan's specialties include equity compensation, tax planning, estate & legacy planning, real estate investors and retirement planning. Ryan works with high earners.
What credentials does Ryan Greiser hold?
Ryan Greiser holds the CFP credential.
Is Ryan Greiser registered with the SEC?
Yes. Ryan Greiser is registered as an investment adviser representative in PA (CRD 6073404), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Opulus, LLC manage?
Opulus, LLC reports $104.9M across 436 accounts in assets under management.
How do I contact Ryan Greiser?
Through Ryan's website, opulus.us.
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
- Opulus, 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.
See something wrong? Request a correction. Read our methodology.