Firm
Opulus, LLC
Doylestown, Pennsylvania
Fee-only
Opulus, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 185 individual clients, 38 of them high net worth.
- Its average account is about $241,000 (assets it manages divided by its 436 accounts).
- Its ongoing planning fee starts at $3,500 a year, in line with the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Doylestown, Pennsylvania |
|---|---|
| Website | opulus.us |
| Phone | (130) 107-4502 |
Opulus, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,500 a year |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Individual $3,500/yr base" source
"No minimum. That said, we want to make sure the service is a genuine fit for your situation." source
"Individual $3,500/yr base" source
"The AUM fee covers investment management and is based on the assets we manage." source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $105 million |
| Individual clients | 147 |
| High-net-worth clients | 38 |
| Accounts managed | 436 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136843) |
| Financial planning | Offered |
| Form ADV filed | June 25, 2026 |
| SEC record | CRD 304763 |