Opulence Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300⁠-⁠$7,500

“We offer Project-Based Financial Planning engagements for $300 $7,500.”

Annual fee

$1,650⁠-⁠$6,750/yr

“A Comprehensive Financial Plan is available for a fixed annual fee ranging from $1,650 to $6,750.”

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

How Opulence Planning bills

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

• “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Opulence Planning’s fees compare

• Its flat or project fee of $300-$7,500 spans the Montana median of $3,450. 54% of the 13 other Montana planners that publish a flat or project fee charge less.

About Opulence Planning

• Principal: Jonathon Butler
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

22

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$10,321,099

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318104

Website

opulenceplanning.com (opens in new tab)

Phone

(406) 459-7354

Other planners in Montana that publish fees

• Advanced Practice Planning, LLCMissoula$250/hr, $499⁠-⁠$9,999
• Allied Investment Advisors LLCBillings$75⁠-⁠$200/hr
• Arkell Asset Management, LLCBozeman$250/hr
• Ascent Wealth ManagementKalispell$2,500
• Big Sky Wealth Advisors, LLCGreat Falls$350/hr, $5,000
• Black Cat WealthBozeman$435/hr, $495

Compare all 45 planners in Montana