Jonathon Butler
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.
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
Helena, MT
Credentials
CFP®, Series 63
Industry experience
10 years
Jonathon Butler is a CFP® with 10 years of industry experience currently serving as the sole advisor at Opulence Planning. He previously worked at MassMutual and Northwestern Mutual before founding his independent firm. Outside of advising, he is the sole managing member of a residential rental property business in East Helena, MT. Opulence Planning provides 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 implementing passively managed portfolios and offering a wrap-fee program alongside consulting and client education services.
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%
Helena, MT
Montana
Opulence Planning, LLC
2022 - Present (4 years)
Massmutual
2019 - 2022 (3 years)
Northwestern Mutual
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")