Advisor at Opulence Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Chinook, MT
Credentials
CFP®, Series 63
Brandon Nissen is a CFP® and Series 63-licensed financial advisor with over 10 years of experience in the industry. He is the sole advisor at Opulence Planning, an independent firm he joined in 2026, and previously worked at Northwestern Mutual Investment Management for eight years. Outside of his advisory role, he is involved with Brickcent$, a venture he has been associated with since 2022. Opulence Planning offers portfolio management, financial planning, retirement plan consulting, and educational seminars to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes strategic asset allocation and Modern Portfolio Theory, often utilizing passively managed portfolios with index funds and ETFs, and operates a wrap-fee program alongside workplace benefits management and client education initiatives.
Based on Opulence Planning
Based on Opulence Planning
Comprehensive Financial Plan: $1,650 to $6,750 annually (fixed fee); Project-Based Financial Plan: $300 to $7,500 per project; Retirement Plan Consulting: $1,500 or $3,000 fixed fees depending on plan type and account size
$0 - $750,000: 1.25% $750,001 - $1,500,000: 1.00% $1,500,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
Chinook, MT
Montana
Opulence Planning, LLC
2026 - Present (1 year)
Brickcent$
2022 - Present (4 years)
Northwestern Mutual Investment Management
2014 - 2022 (8 years)
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