Chelsea Barrows is a CFP-designated registered investment advisor at Opal Wealth Advisors, LLC, based in Jericho, NY, with 14 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 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
Opal Wealth Advisors charges an annual fee based on the value of your investments. This fee generally ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. For certain client holdings, such as held-away assets or alternative investments, Opal Wealth Advisors may negotiate a different fee rate. There is a minimum quarterly fee of $1,250.
Location
2 Jericho Plaza, Suite 208, Jericho, NY, 11753
Get directionsHistory
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
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.