Peter Byrd
Advisor at Opulent Wealth
Updated today
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.
About
Peter Byrd is a CFP® professional with seven years of prior experience at Agili P.C. and two years at the City of Harrisonburg before founding Opulent Wealth. He has been with Opulent Wealth since 2024. The firm provides wealth management services combining comprehensive financial planning and ongoing portfolio management for individuals, including high-net-worth clients, and small businesses. Opulent Wealth employs a Core + Satellite investment strategy and offers specialized retirement plan and pension consulting services alongside personalized financial planning.
Expertise
Based on Opulent Wealth
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Social Security optimization
Fee options
$0 - $1,500,000: 1.00% annually $1,500,001 - $7,500,000: 0.50% annually $7,500,001+: 0.30% annually
Minimum fee: Preferred minimum annual fee of $6,000 for wealth management services Fee-only: Stand-alone financial planning fixed fee ranging from $1,200 to $10,000 annually, paid in quarterly installments
Location
Richmond, VA
Most active in
Peter B has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Opulent Wealth, LLC
2024 - Present (2 years)
Agili P.C.
2017 - 2024 (7 years)
City of Harrisonburg
2015 - 2017 (2 years)
James Madison University
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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J. B. Bryan Financial Group, Inc.
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