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.
Firm
Opulence Planning
Location
East Helena, MT
Credentials
CFP®, Series 63
Industry experience
10 years
Ongoing Financial Planning: upfront $750 plus $75 - $500 per month; Project-Based Financial Planning: $300 - $7,500; Retirement Plan Consulting: $3,000 annually ($750 quarterly); Educational Seminars: $200 - $1,200 per event
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.75% $1,500,001+: 0.60%
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.
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