Firm
Opulence Planning
Chinook, Montana
Fee-only
Opulence Planning at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 22 individual clients, 5 of them high net worth.
- Its average account is about $178,000 (assets it manages divided by its 58 accounts).
Facts
| Based in | Chinook, Montana |
|---|---|
| Website | opulenceplanning.com |
| Phone | (406) 459-7354 |
Opulence Planning fees
Opulence Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 17 |
| High-net-worth clients | 5 |
| Accounts managed | 58 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 318104 |