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
Tyro, VA
Credentials
CFP®, Series 65
Industry experience
5 years
Spencer Werres is a CFP® with five years of industry experience, currently serving as a financial advisor at OLIO Financial Planning. Prior to joining OLIO, he worked at Edward Jones and has been involved with Silver Creek Orchards since 2026. 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 offers comprehensive financial planning and investment management using a combination of fundamental, technical, charting, and cyclical analysis, with an emphasis on buy-and-hold and core-and-satellite portfolio 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.
Tyro, VA
North Carolina · Ohio · Texas · Virginia
Silver Creek Orchards
2026 - Present (1 year)
OLIO Financial Planning
2019 - Present (7 years)
Edward Jones
2018 - 2018 (1 year)
Virginia Tech
2015 - 2019 (4 years)
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
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
