Paul Orlino is a CFP-designated registered investment advisor at Opus Financial LLC, based in Centennial, CO, with 11 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is negotiable based upon certain criteria. The firm also offers a flat fee of $2,000, if a flat fee is charged it will not exceed 2%.
Fee Estimator
Location
Centennial, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Opus Financial LLC
Previous Registrations
Northwest Asset Management
Resources Investment Advisors
Northwestern Mutual Investment Services, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Opus Trading Fund LLCBroker
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.