Darin Guthrie
Darin Guthrie is a registered investment advisor at Opus Private Wealth Group, LLC, based in Orange, CA, with 20 years of industry experience. Darin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 142 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opus Private Wealth Group offers comprehensive portfolio management services through wrap accounts. The fees for this service are described in a separate Wrap Fee Program Brochure. The firm also uses Pontera to manage assets held away, such as 401(k) accounts, and covers the 0.30% fee charged by Pontera for those assets.
Location
500 N. State College Blvd, Suite 1100, Orange, CA, 92868
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Regulatory History (1)
Customer Dispute
March 2023Employment History
Current Registrations
Opus Private Wealth Group, LLC
Previous Registrations
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AXA Advisors, LLC
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State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.