OLIVER FINANCIAL PLANNING LLC
Firm details
- Headquarters
- ANN ARBOR, Michigan
- CRD number
- 135430
- Website
- www.oliverplanning.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Oliver Financial Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning services rather than acting as a traditional wealth manager or capital allocator. It charges clients on fixed-fee and hourly bases and serves a mix of individual and family clients as well as institutional relationships. The firm does not identify as an active ESG investor, does not operate across multiple states, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
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
Contacts
1 of 1ROBERT OLIVER
PrincipalCRD 2964486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANN ARBOR, MI
WASHTENAW
Location
ANN ARBOR, MI
Headquartered in ANN ARBOR, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WASHTENAW
- Address
- 202 E Washington St
- Time zone
- ET (UTC-5)
- Office locations
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