Olio Financial Planning
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 282355
- Registered since
- October 13, 2017
- Website
- meetolio.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI78.53%
- Individuals18.85%
- Pension & Profit Sharing Plans1.81%
- Charitable Organizations0.48%
- Corporations / Businesses0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Olio Financial Planning is an independent, owner-operated registered investment adviser formed in 2017 and organized as an LLC. The firm serves both individual and institutional clients and focuses on financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its service set also includes pension consulting and educational workshops. Fee arrangements are predominantly hourly or fixed-fee engagements rather than asset-based billing. Olio does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
Owners & executives
1 of 1
Andrew Miller
Founder and CEOCRD 5522768
Contacts
3 of 10
Brian Talbott
Financial PlannerCRD 4600402
Brae Beggs
Client AssociateCRD 7116431
Amanda Ansell
Director of Financial PlanningCRD 6976437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$398M in ETFs
65%
$257M
35%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $74M | 339,638 | 18.61% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1751 Pinnacle Dr
- Time zone
- ET (UTC-5)
- Office locations
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