Opine Financial Advisors offers personalized financial planning services to individuals and families. This includes help with financial goals, cash flow, tax planning, insurance, investments, education funding, and retirement. Opine Financial Advisors is an hourly fee-only firm, meaning it doesn't receive commissions for selling financial products. Investment advice is provided, but clients make the final decisions.
Fee Structure
Opine Financial Advisors provides investment advice on assets invested primarily in no-load or low-load mutual funds and exchange-traded funds. Stocks and bonds may also be purchased. The firm does not receive compensation from fund companies. Investment advice is included as part of financial planning services, which are billed hourly at $200/hour.