Opinicus
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$234,377,519
Clients
207
Advisors
4
of 7 employees
About
Opinicus provides financial planning, investment management, and retirement plan services to individuals, entrepreneurs, and high‑net‑worth families. The firm operates a proprietary Wealth Advancement Consulting (WAC) program and requires clients to purchase a comprehensive financial plan to enroll in WAC, which serves as the implementation and monitoring vehicle for agreed strategies.
The firm documents client objectives with an Asset Allocation Questionnaire and, for select clients, a Strategy Policy Statement, and offers discretionary portfolio management that may include long‑ and short‑term trading, options, and short sales alongside fundamental, technical, and charting analysis. WAC clients receive ongoing monitoring and an annual or semi‑annual review cycle, and certain WAC tiers explicitly incorporate tax collaboration and coordinated strategy reviews with CPAs.
Compared with many peers, Opinicus is affiliated with an accounting firm (Opinicus Tax & Accounting, LLC) and an insurance agency, and firm owners and some IARs have ownership or compensation relationships with those affiliates; these relationships and related referral and fee‑sharing arrangements are disclosed in the brochure. The firm also highlights integrated tax‑planning features within its WAC offerings and provides ERISA‑governed retirement plan services (including both non‑discretionary and discretionary 3(21)/3(38) engagements), which together create a more multi‑disciplinary service model than is typical for similarly sized advisory teams.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed financial planning fees starting at $3,500
$0 - $10,000,000: 0.68% annually $10,000,000+: 0.40% annually
Insurance products sold by IARs pay commissions; separate from advisory fees
Hourly fees range from $85 to $500 depending on specialist and complexity
Account minimum: $500,000 Minimum fee: Minimum program fees: WAC Semi-Annual $4,200/year; WAC Semi-Annual with Tax $7,200/year; WAC Program $2,400/year; Fixed financial planning fees begin at $3,500 Fee-only: Financial planning fixed fees starting at $3,500; hourly fees $85 to $500; Wealth Advancement Consulting program fees (e.g., WAC Semi-Annual $4,200/year; WAC Semi-Annual with Tax $7,200/year); fees are negotiable
Main office
3014 West Palmira Ave, Ste. 201
Tampa FL 33629
Advisors at this office
4
Most active in
Florida · Louisiana · Tennessee · Texas
Also doing business as
Opinicus · Opinicus Capital · Opinicus Capital, Inc. · Opinicus Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Meghan D
CFP®
Tampa, FL
Opinicus
Meghan Dodge is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Opinicus in Tampa, FL. Her prior work includes roles at Regions Bank, Nordstrom, and Whittier Farms Inc. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, providing financial planning, investment management, and retirement plan consulting. The firm combines multiple analytical approaches in its investment process and integrates tax planning with CPA collaboration, managing approximately $256 million for about 136 clients.
Kimberly B
CFP®, Series 66
Tampa, FL
Opinicus
Kimberly Burdette Hord is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Opinicus. She has held various roles within Opinicus and its affiliated entities since 2011. In addition to her advisory work, she manages client insurance needs as a licensed independent insurance agent and oversees non-investment activities at Opinicus Tax & Accounting. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, offering financial planning, investment management, and retirement plan consulting. The firm requires a comprehensive financial plan for access to its Wealth Advancement Consulting program and employs a multifaceted investment approach that includes tax-aware rebalancing, options strategies, and coordinated CPA collaboration.
Griffin D
CFP®, Series 66
Tampa, FL
Opinicus
Griffin Dalrymple is a CFP® with 20 years of experience in financial services. He is currently with Opinicus in Tampa, FL, where he has worked since 2009 in various roles, including leadership positions at Opinicus Financial Group, Inc. and Opinicus Tax & Accounting. Outside of advisory work, he holds board roles with a fire equipment distributor and a condominium association. Opinicus provides financial planning, investment management, and retirement plan services to individuals, entrepreneurs, and high-net-worth families. The firm operates a proprietary Wealth Advancement Consulting (WAC) program that integrates comprehensive financial planning with discretionary portfolio management and tax collaboration, supported by affiliated accounting and insurance services.
Jaran D
Series 63, Series 66
Tampa, FL
Opinicus
Jaran Day is a financial advisor at Opinicus with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Opinicus Financial Group in various capacities since 2015. In addition to his advisory role, he is a licensed independent insurance agent managing client insurance needs. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, offering financial planning, investment management, and retirement plan services. The firm emphasizes comprehensive financial plans and employs a multi-disciplinary investment process that includes tax-aware strategies and collaboration with CPAs.
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