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.
Firm
OLIO Financial Planning
Location
Blacksburg, VA 24060
Credentials
CFP®, Series 65
Industry experience
2 years
Fixed fees for project-based engagements ranging from $1,500 to $50,000; Educational workshops fees up to $10,000.
Hourly fees range from $100 to $250 per hour.
Fee-only: Planning engagements on a fixed fee basis ranging from $1,500 to $50,000; Fixed-fee planning services range from $500 to $50,000 per year.
OLIO Financial Planning
2023 - Present (3 years)
OLIO Financial Planning
2022 - 2022 (1 year)
Virginia Cheese Company
2021 - 2021 (1 year)
Virginia Tech Athletics
2020 - 2021 (1 year)
Virginia Tech
2019 - 2023 (4 years)
Blacksburg Country Club
2016 - 2021 (5 years)
Student
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Radford, VA
Edward Jones
Series 63, Series 66
Blacksburg, VA
Edward Jones
Series 66
Christiansburg, VA
Edward Jones
CFP®, Series 66
Blacksburg, VA
Edward Jones
Series 63, Series 65
Blacksburg, VA
Slagel Investment Management
CFP®, Series 66
Radford, VA
Ataraxia Advisory Services, LLC
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