Chelsea Barrows is a CFP-designated registered investment advisor at Opal Wealth Advisors, LLC, based in Waverly Township, PA, with 15 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 745 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% based on portfolio size and composition. Subject to a minimum quarterly fee of $1,250 ($5,000 annually), which may be waived or reduced at the firm's discretion.
Fee Estimator
Location
Waverly Township, PA
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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 →Other Business Activities
Chelsea is a board member of NEPA Youth Shelter, a non-profit organization, since 2023. She is also a board member of Oak Glen HOA, a community organizing group.
Employment History
Current Registrations
Opal Wealth Advisors, LLC
Previous Registrations
Facet
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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