Brae Beggs
Advisor at OLIO Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at OLIO Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wichita, KS
Credentials
Series 65
Industry experience
6 years
Brae Beggs is a financial advisor at OLIO Financial Planning with a Series 65 designation and six years of industry experience. Prior to joining OLIO in 2024, he worked at DeFrate & Paavola, LLC from 2019 to 2024. Outside of his advisory role, he is the founder of A Hole In None, a business creating and selling handmade t-shirt patches on Etsy and eBay. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension, profit-sharing, charitable, and corporate clients. The firm offers comprehensive financial planning and investment management using a combination of fundamental and technical analysis, with an emphasis on buy-and-hold and core-and-satellite strategies.
Based on OLIO Financial Planning
Based on OLIO Financial Planning
Project-based fixed fees from $1,500 to $50,000; fixed-fee engagements from $500 to $50,000 per year; educational workshops fees up to $10,000.
Hourly fees ranging from $100 to $250 per hour for project-based services.
Minimum fee: Deposit of $500 or one-half the quoted fee, whichever is greater, to initiate the engagement for project-based services. Fee-only: Fixed fees range from $500 to $50,000 per year for fixed-fee engagements; project-based fixed fees range from $1,500 to $50,000; hourly fees range from $100 to $250 per hour.
Wichita, KS
Kansas
OLIO Financial Planning, LLC
2024 - Present (2 years)
DeFrate & Paavola, LLC
2019 - 2024 (5 years)
Noor Staffing Group
2019 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
Westco Financial Group
2018 - 2018 (1 year)
Clearview Park Golf Course
2017 - 2018 (1 year)
Fresh Meadow Country Club
2016 - 2017 (1 year)
TPC Scottsdale
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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