Opus Financial Solutions LLC fees and pricing
Financial planner in Downers Grove, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 8, 2026, Opus Financial Solutions LLC charges $350 an hour and a quarterly fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Clients whose quarterly investment management fees are below $2,500 may request Financial Planning services, which may be provided at an hourly rate of $350 per hour, a fixed fee, or an annual retainer, in addition to advisory fees, subject to Opus’s discretion to waive or modify such charges.”
- Quarterly fee
- $2,500/qtr
“Clients who do not meet a quarterly management Fee of $2,500 per quarter may be provided with financial planning services upon request at an hourly rate of $350 per hour, fixed fee, or annual retainer in addition to Management Fees.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Opus Financial Solutions LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for investment management are an annual percentage of assets under management and based on the quarter end value of the client’s account(s), with prorated adjustments for cash flows into or out of the account during the quarter.”
- “Management Fees are billed on the quarter end value of the account, on a pro-rata basis, and billed quarterly in arrears on a three-month billing cycle.”
- “Additional deposits and withdrawals made throughout a billing cycle will be added or subtracted from the assets on a prorated basis to adjust the Management Fee.”
How Opus Financial Solutions LLC’s fees compare
- Its hourly rate of $350 is above the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Downers Grove that publish an hourly rate charge less.
About Opus Financial Solutions LLC
“Opus offers financial planning, tax, and investment advisory services to individuals, families, and businesses under an Advisory Services Agreement or Financial Planning Agreement.”
- Principal: Lisa Bayer
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
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% a year
- Clients
- 136
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $150,842,783
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282311
- Phone
- (331) 777-5449
Can advise clients in 3 states: Colorado, Illinois, Minnesota
Other planners in Downers Grove that publish fees
- Bentley Financial GroupDowners Grove$500-$20,000
- Capstone Financial Advisors IncDowners Grove$150-$400/hr, $1,000-$30,000
- Clement Street Capital LLCDowners Grove$300/hr
- Highpoint Planning PartnersDowners Grove$500-$20,000
- JMG Financial Group LTDDowners Grove$100-$600/hr, $10,000-$50,000
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.