Opulus
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Opulus provides advisory and planning services to individuals (including high‑net‑worth clients), pension plans, trusts, estates, charitable organizations, and business entities. The firm offers broad financial planning and consulting, discretionary and non‑discretionary investment management through recommended sub‑advisers, estate planning assistance using third‑party technology, pension consulting, and business management services.
Opulus typically places clients onto professionally managed model portfolios via unaffiliated sub‑advisers and monitors those managers’ performance and alignment with client goals, with periodic rebalancing and semi‑annual or more frequent reviews. The brochure describes a range of investment strategies considered (from long‑term buy‑and‑hold to shorter‑term trading and options) and notes the firm’s role in selecting sub‑advisers and helping clients implement comprehensive plans.
Noteworthy for a firm of its size, Opulus produces public educational articles and online courses and the firm’s public materials include third‑party ratings and client testimonials — marketing features that are uncommon among peers. The brochure also highlights that insurance policy review is part of its planning services and the firm operates in an insurance capacity in addition to advisory work, a business activity that fewer supported firms report.
Client services
Expertise
Occupation focus
Fee options
Annual financial planning and consulting fees generally range between $1,750 and $20,000 per year; Business Management & Consulting services generally range from $3,000 to $50,000 annually.
$150 - $400 per hour for financial planning, consulting, estate planning, and pension consulting services.
Fee-only: Hourly fee ranging from $150 to $400 per hour for initial financial planning and consulting; Annual financial planning and consulting fees generally range between $1,750 and $20,000 per year; Pension consulting fixed fees typically range from $900 to $10,000 annually.
Main office
16 North Franklin Street, Suite 302
Doylestown PA 18901
Advisors at this office
2
Most active in
Florida · New Jersey · New York · North Carolina · Pennsylvania · Texas
Also doing business as
Opulus · Opulus LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Advisors at this firm
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