Advisor at Olson Economics, LLC
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Firm
Olson Economics, LLC
Location
Keene, NH
Credentials
PFS™, Series 65
Industry experience
15 years
Anthony Olson is the principal of Olson Economics, LLC, an independent advisory firm based in Keene, NH. He holds the PFS™ designation and Series 65 license, with 14 years of experience in financial advising and over 30 years as a CPA. Olson has operated his accounting practice since 1994 alongside his advisory work. Olson Economics provides financial planning and portfolio management services primarily to individuals and trusts, offering tailored plans and investment recommendations. The firm typically employs a conservative, long-term, buy-and-hold investment strategy focused on index and mutual funds, with most portfolio management conducted on a non-discretionary basis.
Fixed financial planning fees generally range between $1,500 and $2,500.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.50% annually
$250 per hour for financial planning and for limited engagement investment management services, negotiable.
Fee-only: Financial planning fees charged hourly at $250 per hour (negotiable) or fixed fees generally ranging between $1,500 and $2,500.
Keene, NH
Massachusetts · New Hampshire
Olson Economics, LLC
2010 - Present (16 years)
Anthony L. Olson, CPA
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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