Opulentia, LLC fees and pricing
Financial planner in Hunt Valley, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Opulentia, LLC charges $450 an hour and a flat or project fee of $3,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Our Financial Planning fees range from $3,000 to $15,000 under a fixed fee arrangement, and do not exceed $450 per hour under an hourly fee arrangement.”
- Flat or project fee
- $3,000-$15,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Opulentia, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment in full is due upon delivery of your financial plan.”
How Opulentia, LLC’s fees compare
- Its hourly rate of $450 is above the Maryland median of $300. 81% of the 156 other Maryland planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Hunt Valley that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$15,000 spans the Maryland median of $4,335. 90% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Hunt Valley that publish a flat or project fee charge less.
About Opulentia, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2022 (4 years).
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
- 1.25% a year
- Clients
- 188
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $46,083,599
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314197
- Phone
- (410) 740-6844
Can advise clients in 5 states: Illinois, Maryland, North Carolina, New York, Virginia
Other planners in Hunt Valley that publish fees
- Bay Harbor Wealth Management, LLCHunt Valley$500/hr, $500-$10,000
- Cornerstone AdvisoryHunt Valley$250/hr, $2,500-$10,000
- Financial ConsulateHunt Valley$200/hr, $5,000
- Perspective Wealth ManagementHunt Valley$300/qtr
- Verdence Capital Advisors, LLCHunt Valley$250-$500/hr, $5,000-$100,000
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.