Opus Financial Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$149,852,025
Clients
136
Advisors
2
across 2 offices
About
Opus Financial Solutions provides investment advisory and financial planning services to individuals, families, business owners, executives, trusts, and other entities, including both high‑net‑worth and non‑HNW clients. The firm offers discretionary and non‑discretionary portfolio management, retirement and tax planning, and, when requested, tax return preparation and coordination with external tax/accounting providers.
The firm constructs individualized investment plans using asset allocation, a mix of ETFs and lower‑cost mutual funds, and a combination of strategic and tactical adjustments; ongoing services include rebalancing, tax‑loss harvesting, and the occasional use of alternative investments where appropriate. Clients receive consolidated reporting and planning through third‑party technology and an online portal that can aggregate held‑away accounts for reporting and advisory purposes.
Compared with many peers, Opus places more emphasis on integrated tax and accounting support: it notes the ability to facilitate tax return preparation as an Authorized IRS e‑file provider, coordinates with third‑party accounting and bookkeeping firms, and its principals hold professional designations (CFP®, CFA, CPA®) and have prior principal roles at other advisory firms. The combination of in‑house tax planning/filing facilitation, external‑account aggregation services, and leadership with both advisory and accounting credentials is less common among supported firms of its size.
Client services
Expertise
Fee options
Fixed fees possible for financial planning services, typical range $2,500 - $3,500 depending on complexity
Up to 1.00% annually
$350 per hour for financial planning services if quarterly management fee is below $2,500
Main office
See office1121 Warren Avenue, Suite 230
Downers Grove IL 60515
Advisors at this office
1
Offices (2)
Most active in
Colorado · Illinois · Minnesota
Also doing business as
Opus Financial Solutions LLC · Opus Financial Solutions, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Quick links
Advisors at this firm
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)