DBA Olson Associates

The firm provides financial planning and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. It offers a structured planning process that produces a written “Strategic Game Plan” and “Strategic Implementation Plan,” and it also refers clients to third‑party managed account programs when appropriate.

The firm describes a five‑step planning methodology (the “Financial Maxi‑Miser Process”) that is used to set goals, model outcomes, and implement solutions tailored to each client’s objectives and risk tolerance. As of December 31, 2025 it reported approximately $71.1 million in assets under management, with the large majority managed on a non‑discretionary basis (about $60.3 million non‑discretionary vs. $10.8 million discretionary), and account reviews are generally client‑ or event‑driven rather than on a fixed schedule.

What is distinctive about the firm is the mix of services and registrations disclosed in its brochure: it operates primarily as an adviser offering both flat‑fee planning and asset management while its supervised persons also serve as registered representatives of a broker‑dealer and licensed insurance agents, which the brochure states may involve commission‑based sales and insurance commissions. The brochure highlights these dual roles and related conflicts of interest, and the firm notes its typical practice of executing transactions through the affiliated broker‑dealer, opting out of wrap fee programs and not accepting proxy voting authority.