Olson Consulting LLC

Overview

Olson Consulting LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients through fixed-fee engagements that center on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its stated practice does not position the firm as a capital allocator; it does not identify as an active ESG investor and is not positioned as a pension consultant or related adviser. Investment activity centers on pooled public investment vehicles rather than large proprietary strategies. The firm manages client relationships with a hands-on planning orientation and builds portfolios using publicly available mutual funds and similar vehicles to meet client objectives. Services are delivered under a fixed-fee model rather than a percentage-of-assets fee schedule.

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Location & Offices