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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2022
- Office Locations
- 2
Office Locations
About Opulence Planning
Opulence Planning is a retail-focused RIA in East Helena, MT providing financial planning alongside investment planning, portfolio construction, tax and estate planning, insurance reviews, and business succession support. The firm emphasizes active management, asset allocation, and risk management, using mutual funds and other public funds with fixed income and real estate exposures. Led by CFP and CCO Jonathon S Butler; custody includes Schwab and Betterment.
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Owner & Executives
JONATHON S BUTLER
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #6391234
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRANDON JAMES NISSEN
--
- CRD
- #6110697
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,321,099 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,321,099 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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