Opus Private Wealth Group, LLC fees and pricing

Financial planner in Orange, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 25, 2026, Opus Private Wealth Group, LLC charges $300 an hour for financial planning.

Published fees

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

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

“We may charge our advisory fees quarterly or monthly in advance.”
“In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”
“Upon receipt of your letter of termination, we will proceed to close out your account and process a pro-rata refund of unearned advisory fees.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
1 of the 3 other planners in Orange that publish an hourly rate charge less.

“Matthew Martinez provides tax & estate planning services through Legacy Private Wealth LLC.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.3% a year
Clients: 142
Employees: 3
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 selecting other advisers
Assets managed: $127,983,745
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 171317
Website: twitter.com/BChapmanCFP (opens in new tab)
Phone: (714) 660-7490

Is something on this page wrong or out of date?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.