Olio Financial Planning

RIASEC Registered

Total AUM

$601M

Discretionary

$587M

98% of AUM

Avg account

$366K

Accounts

1,640

Employees

Advisory reps

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

FINTRX

Overview

Olio Financial Planning LLC is an independent registered investment adviser that has been SEC-registered since 2017. Structured as a limited liability company and owned by an individual, the firm serves both individual and family clients as well as institutional clients. Its advisory model emphasizes financial planning and portfolio management for individuals, small businesses and larger business/institutional clients, and it also conducts pension consulting services and educational seminars/workshops. Fees are charged on an hourly and fixed-fee basis. The firm does not identify as an active ESG investor.