Advisor at Towson Financial Advisors, LLC
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.
Firm
Towson Financial Advisors, LLC
Location
Abingdon, MD
Credentials
CFP®, PFS™, Series 63
Industry experience
29 years
Stephen Olah is a CFP® and PFS™ credentialed financial advisor with 29 years of industry experience. He is the principal of Towson Financial Advisors, LLC, where he has worked since 2016. In addition to his advisory work, he maintains a CPA practice focused on tax return preparation and consulting. Towson Financial Advisors provides portfolio management and financial planning services to individual and high-net-worth clients, applying modern portfolio theory with a long-term trading approach and managing accounts on a discretionary basis.
$2,500 to $10,000 fixed fee for financial planning
$0 - $200,000: 2.00% $200,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 to $350 per hour
Abingdon, MD
Maryland
Towson Financial Advisors, LLC
2016 - Present (10 years)
TLS Insurance Services, Inc.
2004 - Present (22 years)
TLS Advisory Services, Inc.
2004 - Present (22 years)
TLS Financial Services, Inc.
2004 - Present (22 years)
Penn Mutual Life Ins Co
2001 - Present (25 years)
Stephen Olah, CPA
1989 - Present (37 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.
ChFC®, Series 63, Series 65
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