OPAL ADVISORS
SEC RegisteredOne Relationship. Infinite Possibilities.
About the firm
Opal Advisors is a wealth advisory firm based in Bellevue, WA that blends the attentive service of a smaller firm with the expertise of a larger one. They guide clients through investment strategy, tax efficiency, and generational wealth transfer to provide clarity and direction in their financial lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Retirement Planning, Investment Management, College Planning, Estate Planning (including wills and trusts at no additional cost), and Tax Planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 124 | $36M |
| High Net Worth Individuals | 60 | $127M |
| Pension/Profit Sharing Plans | 1 | $2.7M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $0 - $500,000 | 1.50% |
| Next $500,000.01 to $2,000,000 | 1.25% |
| Over $2,000,000 | 1.00% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OPAL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.