Bill Opp Fixed Income Advisory Service, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$309,800,000
Total clients
1
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
1
Average account size
$309,800,000
About
Bill Opp Fixed Income Advisory Service provides investment advisory services limited to fixed‑income securities, principally municipal and government bonds and mortgage‑backed issues, with occasional advice on corporate debt. Its client base is concentrated among high‑net‑worth individuals and banking institutions, and the firm may act as a sub‑advisor to other registered investment advisers.
The firm’s approach emphasizes bond‑level analysis using Bloomberg pricing and analytics, rating agency reports, issuer filings and comparisons to recent trade data, and it delivers detailed periodic reports that list cusips, yields, ratings and modified duration. Accounts are managed primarily on a non‑discretionary basis: the advisor researches and negotiates offerings with brokers and then seeks client approval before executing transactions.
Distinctive features include a relatively large asset base managed by a single‑advisor practice (about $310 million) and the use of a fixed‑fee billing model rather than a percentage‑of‑AUM fee. The firm also provides bank‑focused services — monthly portfolio pricing, credit monitoring and assistance with duration targets and written investment policies — a specialization that is uncommon among similarly sized supported firms.
Client services
Fee options
Fee-only: Fixed fee based on portfolio size, new money invested, number of bond positions, and reporting frequency; never exceeding 0.4% of total account value.
Main office location
Bill Opp Fixed Income Advisory Service, LLC
Golden CO, United States
Number of offices
1
Most active in
Colorado
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:
-
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")