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OLIO Financial Planning

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Total assets under management

$491,883,336

More info

Total clients

363

40% high-net worth

Total advisors

7

of 13 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

52

Average account size

$1,355,051

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Fee options

Fixed

Fixed fees for project-based engagements ranging from $1,500 to $50,000; Educational workshops fees up to $10,000.

Project-based

Hourly fees range from $100 to $250 per hour.

Other

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.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

OLIO Financial Planning

1751 Pinnacle Drive, Suite 600

Mclean VA 22102-4007, United States

Number of offices

2

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 703.459.9299

Advisors at this firm

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Brian T

CFP®, Series 63

Mclean, VA

OLIO Financial Planning
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Michael H

CFP®, Series 65

Mclean, VA

OLIO Financial Planning
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John L

CFP®

Mclean, VA

OLIO Financial Planning
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Andrew M

CFP®, Series 65

Mclean, VA

OLIO Financial Planning
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Brae B

Series 65

Wichita, KS

OLIO Financial Planning
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Amy M

CFP®

Mclean, VA

OLIO Financial Planning
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Sarah R

CFP®, Series 65

Blacksburg, VA

OLIO Financial Planning
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Rachel P

Series 65

Blacksburg, VA

OLIO Financial Planning
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Spencer W

CFP®, Series 65

Tyro, VA

OLIO Financial Planning
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Amanda A

CFP®

Mclean, VA

OLIO Financial Planning
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Kelly R

Series 65

Blacksburg, VA

OLIO Financial Planning
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