Olson Consulting LLC

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Client assets under management

$22,081,014

Clients

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$788,608

About

Olson Consulting primarily serves physicians and other individual clients, offering financial planning and discretionary asset management through single-session, ongoing, and business-owner planning engagements. The firm is fee-only and does not charge advisory fees as a percentage of assets under management, a billing approach that is less common among peers.

The firm’s investment approach emphasizes passive, diversified, buy-and-hold strategies using index mutual funds and ETFs, with portfolios generally balanced between equities and bonds and managed with attention to tax implications. Accounts are monitored on an ongoing basis and can be managed on a discretionary basis, with clients able to impose reasonable restrictions and receive periodic reviews.

Noteworthy features disclosed in the brochure include a prior regulatory censure and monetary penalty related to suitability documentation that the firm reports as material, and an educational platform (a website and podcast for medical professionals) that accepts paid advertisements and creates a disclosed conflict of interest. The firm also reports that an advisor operates a separate fractional-planning business and dedicates a significant portion of time to that outside activity, with stated mitigation that clients are not steered to that firm.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Business ownership considerations Tax strategies for small businesses

Occupation focus

Doctor or Medical Professional Founder/Business Owner

Fee options

Fixed

Single Session Financial Plan: $4,000; Ongoing Planning Service Package: $12,000 - $15,000 depending on complexity; Business Owner Planning Service Package: $18,000

Other

Fee-only: Flat and upfront fees billed quarterly in arrears, ranging from $4,000 to $18,000 depending on service complexity

Main office location

Olson Consulting LLC

Manchester CT, United States

Number of offices

Most active in

California · Connecticut · Michigan · Nevada · Texas

Disclosures

Business activities & affiliations

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.

Accountant / CPA / tax prep

They offer tax and accounting 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

X Website 269-876-0824

Advisors at this firm

Ronald C

CFP®, Series 65

Reno, NV

Olson Consulting LLC

Ronald Colvin is a CFP® with seven years of industry experience, currently serving as an advisor at Olson Consulting LLC. He previously worked at French Press Financial and Cole Financial Planning and Wealth Management. Colvin is also the CEO of French Press Financial, where he provides financial planning services. Olson Consulting LLC advises individual clients, focusing on physicians and other medical professionals. The firm offers comprehensive financial planning and discretionary portfolio management through a fee-only, passive investment approach that emphasizes diversified, tax-aware portfolios.

Business ownership considerations Tax strategies for small businesses Doctor or Medical Professional Founder/Business Owner

Tyler O

Series 65, Series 66

Manchester, CT

Olson Consulting LLC

Tyler Olson is a financial advisor at Olson Consulting LLC in Manchester, CT, with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Olson Consulting since 2019. Outside of his advisory work, he co-owns and records a financial education podcast called Physician Cents LLC. Olson Consulting LLC advises individual clients, primarily physicians and medical professionals, offering comprehensive financial planning and discretionary portfolio management with a focus on passive, diversified portfolios and a buy-and-hold investment approach. The firm operates on a fee-only basis and provides services through subscription-style and flat-fee engagements.

Business ownership considerations Tax strategies for small businesses Doctor or Medical Professional Founder/Business Owner

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