Olson Consulting LLC
Firm details
- Headquarters
- ,
- CRD number
- 300445
- Website
- www.olsonfp.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Olson Consulting LLC is an independent, individually owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a fixed-fee model and does not position itself as a capital allocator or pension consultant. It is not identified as an active ESG investor and is not listed as a multi-state adviser. Advisory services center on one-on-one planning and discretionary portfolio management rather than institutional or complex alternative strategies.
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
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents14%
Contacts
1 of 1
Tyler Olson
Financial PlannerCRD 4956662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
CES Investment Strategies
RIAAltanes Investments, LLC
RIATri-Quest Investment Advisors
RIAFresno, CA