Opulent Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000

“The client’s agreed upon fixed planning fee had been $4,000, so the firm would return $833.35.”

Annual fee

$1,200⁠-⁠$10,000/yr

“Opulent Wealth charges an annual fixed planning fee ranging from $1,200-$10,000 that is paid in advance in equal quarterly installments.”

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

How Opulent Wealth bills

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

• “Our published fees are negotiable, and we may waive or discount our fees for our associates, their family members, or other special arrangements.”
• “We assess our wealth management asset-based fee on a quarterly basis, and in advance, per the following fee schedule.”
• “The fee for the initial period will be paid on a pro rata basis based on the number of days remaining in the billing period, in advance, based on the initial value of the client’s managed assets.”

How Opulent Wealth’s fees compare

• Its flat or project fee of $4,000 is below the Virginia median of $4,250. 48% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 8 of the 15 other planners in Richmond that publish a flat or project fee charge less.
• Its annual fee of $1,200-$10,000 spans the Virginia median of $6,350. 42% of the 55 other Virginia planners that publish an annual fee charge less.
• 1 of the 5 other planners in Richmond that publish an annual fee charge less.

About Opulent Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

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

2% a year

Minimum

$6,000 minimum fee (stated in brochure)

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$49,098,287

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332007

Website

opulentwealthrva.com (opens in new tab)

Phone

(804) 946-9146

Other planners in Richmond that publish fees

• Alexis AdvisorsRichmond$150⁠-⁠$350/hr
• Ark Financial Strategies LLCRichmond$2,000⁠-⁠$10,000
• Beale Healy Investment Advisors IncRichmond$100⁠-⁠$225/hr
• Bonwell Capital Management, LLCRichmond$250/hr, $250⁠-⁠$50,000
• Covenant Wealth AdvisorsRichmond$300/hr, $2,000⁠-⁠$30,000
• EvoadvisorsRichmond$10,000/yr

Compare all 42 planners in Richmond