PlannerFees

Opulus fees and pricing

Financial planner in Doylestown, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 25, 2026, Opulus charges $150⁠-⁠$400 an hour and an annual fee of $1,750⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$400/hr
“For initial financial planning and consulting services, Opulus will charge an hourly fee ranging from $150 - $400 per hour to be billed upon completion of the contracted services.”
Annual fee
$1,750⁠-⁠$20,000/yr
“Annual financial planning and consulting fees generally range between $1,750 and $20,000 per year.”

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

How Opulus bills

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

  • “The annual fee is negotiable based upon the facts and circumstances of the client's financial situation and the complexity of the requested services.”
  • “The agreed upon fee is due and payable monthly or quarterly in advance as agreed upon with the client.”
  • “We do not require you to pay fees six or more months in advance and in excess of $1,200.”

How Opulus’ fees compare

  • Its hourly rate of $150-$400 spans the Pennsylvania median of $250. 54% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • 2 of the 5 other planners in Doylestown that publish an hourly rate charge less.
  • Its annual fee of $1,750-$20,000 spans the Pennsylvania median of $6,000. 66% of the 74 other Pennsylvania planners that publish an annual fee charge less.
  • 2 of the 2 other planners in Doylestown that publish an annual fee charge less.

About Opulus

“We offer broad-based and structured financial planning services. Financial planning will typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners

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
185
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
Assets managed
$104,887,661
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
304763
Website
instagram.com/opulusllc/?hl=en (opens in new tab)
Phone
(215) 859-8095

Can advise clients in 6 states: Florida, North Carolina, New Jersey, New York, Pennsylvania, Texas

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