Opus Financial Solutions LLC

Opus Financial Solutions LLC at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 3 advisors are listed here; all hold the CFA.
• Its Form ADV reports 2 employees and 136 individual clients, 61 of them high net worth.
• Its average account is about $299,000 (assets it manages divided by its 504 accounts).

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

Opus Financial Solutions LLC fees

Opus Financial Solutions LLC 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

Advisors at this firm (3)

• Lisa Bayer

  CFP · CFA

• Matt Smith

  CFA

• Matthew Kunst

  CFP · CFA