Opinicus Wealth Management

Opinicus Wealth Management (CRD# 168344) is a financial advisory firm headquartered in Tampa, FL. They manage $30,831,984 in 240 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $128,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Opinicus Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Kimberly D. Burdette-Hord
CRD#: 6001144
1771 Manatee Avenue West, Suite B, Bradenton, FL 34205
96
Wealthminder
score

Kimberly Burdette-Hord (CRD# 6001144) is an Investment Advisor Representative working at Opinicus Wealth Management in Bradenton, FL and has over 5 years of experience in the finance industry. Kimberly Burdette-Hord has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Griffin M. Dalrymple
CRD#: 5212457
6750 North Andrews Avenue, Suite 200, Fort Lauderdale, FL 33309
76
Wealthminder
score

Griffin Dalrymple (CRD# 5212457) is an Investment Advisor Representative working at Opinicus Wealth Management in Fort Lauderdale, FL and has over 11 years of experience in the finance industry. Griffin Dalrymple has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jaran C. Day
CRD#: 4307780
6750 North Andrews Avenue, Suite 200, Fort Lauderdale, FL 33309
56
Wealthminder
score

Jaran Day (CRD# 4307780) is an Investment Advisor Representative working at Opinicus Wealth Management in Fort Lauderdale, FL and has over 15 years of experience in the finance industry.

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