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
Mclean, VA 22102-4007
Credentials
Series 65
Industry experience
4 years
Kelly Ryan is a financial advisor at OLIO Financial Planning with a Series 65 credential and four years of industry experience. Prior to joining OLIO Financial Planning, Kelly worked at Egan, Berger, & Weiner, LLC and held various roles at Virginia Tech, including positions in event services and the War Memorial Chapel. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable and corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, using buy-and-hold and core-and-satellite portfolio strategies, and offers financial planning, investment consultation, ongoing portfolio management, and retirement plan advisory services.
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.
1751 Pinnacle Drive, Suite 600
Mclean, VA 22102-4007
Virginia
OLIO Financial Planning
2021 - Present (5 years)
OLIO Financial Planning
2020 - 2021 (1 year)
Egan, Berger, & Weiner, LLC
2020 - 2020 (1 year)
Virginia Tech Event Services Office
2019 - 2021 (2 years)
Virginia Tech War Memorial Chapel
2019 - 2019 (1 year)
Virginia Tech
2017 - 2021 (4 years)
Woodbridge Senior High School
2013 - 2017 (4 years)
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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.
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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