Olson Tax & Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,600,000
Clients
8
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$3,450,000
About
Olson Tax & Financial Planning provides personalized financial planning, investment management, and tax preparation for individuals, trusts and estates, nonprofit organizations, pension and profit‑sharing plans, and small business entities. The firm operates as a fee‑only adviser and offers tax return preparation and related tax planning as an integrated part of its services.
The firm documents client goals with investment policy statements and implements a strategic core‑and‑satellite asset allocation that emphasizes low‑cost mutual funds and ETFs, global diversification, and periodic rebalancing while avoiding market timing. It typically implements approved strategies under limited discretionary authority and relies on qualified custodians to deliver account statements directly to clients.
Noteworthy features include the explicit integration of tax preparation into advisory work — the brochure notes tax services are seasonal but represent about half of the firm’s annualized time — and a small, principal‑led practice that, as of December 31, 2023, managed approximately $25 million for a limited number of clients. The firm’s client mix, which includes pension/profit‑sharing plans, charitable organizations and small businesses in addition to individuals, reflects a broader organizational client base than is typical for many independent single‑advisor firms.
Client services
Financial planning
Portfolio management
Tax preparation & advisory
Expertise
General tax planning
Cash flow / budgeting
Fee options
Financial planning fee minimum $3,000 (negotiable); tax preparation starting at $320
$0 - $2,000,000: 0.30% $2,000,001+: 0.25%
Hourly planning services at $200/hour with a minimum of three hours
Ongoing financial planning retainer fee $400 per quarter paid in advance
Account minimum: $3,000 minimum annual fee Minimum fee: Minimum fee is $3,000 per year (or $750 quarterly) for investment management Fee-only: Fee-only financial planning and investment management firm; no commissions accepted
Main office location
Olson Tax & Financial Planning
Forest Hills NY, United States
Number of offices
1
Most active in
Olson Tax & Financial Planning has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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