PlannerFees

Opinicus fees and pricing

Financial planner in Tampa, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 3, 2026, Opinicus charges $85⁠-⁠$500 an hour, a flat or project fee of $3,500, and an annual fee of $4,200 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$85⁠-⁠$500/hr
“Depending upon the Opinicus Specialist utilized, the complexity of the situation and the needs of the client, the hourly fee for these services is between $85 and $500.”
Flat or project fee
$3,500
“Depending upon the complexity of the situation and the needs of the client, the fixed rate for creating a comprehensive financial plan begins at a minimum of $3,500.”
Annual fee
$4,200/yr
“WAC Semi-Annual Opinicus charges a minimum program fee of $4,200 per year for the WAC Semi-Annual Program.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Opinicus bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees that are charged in advance will be refunded based on the prorated amount of work completed at the point of termination.”
  • “The fees are negotiable, and the final fee schedule will be included in the Financial Planning Agreement.”
  • “The fees are negotiable, and the final fee schedule will be included in the Financial Planning Agreement.”

How Opinicus’ fees compare

  • Its hourly rate of $85-$500 spans the Florida median of $288. 50% of the 372 other Florida planners that publish an hourly rate charge less.
  • 10 of the 20 other planners in Tampa that publish an hourly rate charge less.
  • Its flat or project fee of $3,500 is below the Florida median of $4,900. 43% of the 320 other Florida planners that publish a flat or project fee charge less.
  • 11 of the 20 other planners in Tampa that publish a flat or project fee charge less.
  • Its annual fee of $4,200 is below the Florida median of $4,800. 48% of the 97 other Florida planners that publish an annual fee charge less.

About Opinicus

“Opinicus offers three independent service divisions – Financial Planning, Investment Management and Retirement Plan Management.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
207
Employees
7
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed
$297,062,482
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
168344
Website
linkedin.com/company/opinicus-wealth-management (opens in new tab)
Phone
(813) 443-4767

Can advise clients in 4 states: Florida, Louisiana, Tennessee, Texas

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.