Olimpio Neu & Associates, Inc.

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Client assets under management

$58,819,789

Clients

42% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$919,059

About

The firm provides discretionary and non‑discretionary investment management, non‑managed advisory services, and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, non‑profits, and business entities. It manages approximately $77 million across a modest client base and develops individualized investment policies through client discussions.

Its investment approach is grounded in asset allocation, diversification, patience, discipline, and tax‑efficiency, and it uses both fundamental and technical analysis to implement portfolios. The firm implements strategies across equities, fixed income, mutual funds, ETFs and annuities, may recommend third‑party managers, and discloses use of derivatives and leverage where appropriate.

Noteworthy for a firm of its size, it is affiliated with an accounting/consulting practice and one of the firm’s principals is a licensed CPA, which informs the firm’s emphasis on tax and estate planning in financial analyses. The firm also sponsors a private investment partnership that is not offered to current advisory clients—an arrangement and an accounting affiliation that are relatively uncommon among peers and that the brochure discloses as potential conflicts to be managed.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Annuities Cash flow / budgeting

Fee options

Fixed

One-time account setup and portfolio evaluation fee of $750, negotiable

Percentage

$0 - $300,000: 1.25% $300,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%

Project-based

Up to $300 per hour, negotiable based on scope and complexity

Other

Account minimum: $250,000

Main office location

Olimpio Neu & Associates, Inc.

6160 Warren Parkway, Suite 100

Frisco TX 75034, United States

Number of offices

Most active in

Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

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.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

972-392-1344

Advisors at this firm

Brian N

CFP®, Series 63

Frisco, TX

Olimpio Neu & Associates, Inc.

Brian Neu is a CFP® with 26 years of industry experience and has been with Olimpio Neu & Associates, Inc. since 1998. He is based in Frisco, TX, and holds the Series 63 designation. Olimpio Neu & Associates, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, non-profit organizations, and corporations. The firm provides discretionary and non-discretionary portfolio management, investment advisory services, and financial planning, employing an investment approach focused on asset allocation, diversification, patience, and tax efficiency.

General retirement planning Annuities Cash flow / budgeting

Salvatore O

Series 63

Frisco, TX

Olimpio Neu & Associates, Inc.

Salvatore Olimpio is a financial advisor with Olimpio Neu & Associates, Inc. in Frisco, TX, holding a Series 63 designation and 27 years of industry experience. He has been affiliated with Olimpio Neu & Associates since 1998 and also owns Olimpio Financial Group, a financial consulting firm based in Dallas. Outside of investment advisory, he provides non-investment insurance and accounting services as a sole proprietor. Olimpio Neu & Associates serves individuals, pension and profit-sharing plans, trusts, estates, non-profits, and corporations with discretionary and non-discretionary portfolio management, investment advisory, and financial planning services. The firm emphasizes asset allocation, diversification, patience, and tax efficiency, implementing diversified strategies across various instruments and may engage third-party money managers for certain accounts.

General retirement planning Annuities Cash flow / budgeting

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