Olio Financial Planning

Olio Financial Planning (CRD# 282355) is a financial advisory firm headquartered in Mclean, VA. They manage $412,667,401 in 1,486 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
1751 Pinnacle Drive, Suite 600, Mclean, VA 22102
https://www.meetolio.com/
By the Numbers
  • Total Assets Under Management
    413
    MILLION
  • Total Number of Accounts
    1,486
    ACCOUNTS
  • Average Account Value
    $277,704
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, DC, FL, MD, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA

Financial Advisors at Olio Financial Planning
Showing 1 - 10 of 10 top financial advisors.
1
Amanda Ansell, financial advisor Blacksburg VA
Amanda K. Ansell
CRD#: 6976437
301 S. Main Street, Suite 203, Blacksburg, VA 24060

Amanda Ansell (CRD# 6976437) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has 1 year of experience in the finance industry.

2
Christine Damico, financial advisor Blacksburg VA
Christine C. Damico
CRD#: 6426743
301 S Main Street, Suite 203, Blacksburg, VA 24060

Christine Damico (CRD# 6426743) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has 1 year of experience in the finance industry.

3
Andrew Miller, financial advisor Mclean VA
Andrew J. Miller
CRD#: 5522768
1751 Pinnacle Drive, Suite 600, Mclean, VA 22102

Andrew Miller (CRD# 5522768) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has over 14 years of experience in the finance industry.

4
Brian Talbott, financial advisor Mclean VA
Brian C. Talbott
CRD#: 4600402
1751 Pinnacle Drive, Suite 600, Mclean, VA 22102

Brian Talbott (CRD# 4600402) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has over 20 years of experience in the finance industry.

5
Michael Hughes, financial advisor Mclean VA
Michael K. Hughes
CRD#: 7530057
1751 Pinnacle Drive, Suite 600, Mclean, VA 22102

Michael Hughes (CRD# 7530057) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has over 2 years of experience in the finance industry.

6
Amy Moore, financial advisor Mclean VA
Amy E. Moore
CRD#: 6416076
1751 Pinnacle Drive, Suite 600, Mclean, VA 22102

Amy Moore (CRD# 6416076) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has 1 year of experience in the finance industry.

7
Rachel Potters, financial advisor Mclean VA
Rachel R. Potters
CRD#: 7477043
1751 Pinnacle Drive, Suite 600, Mclean, VA 22102

Rachel Potters (CRD# 7477043) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has over 2 years of experience in the finance industry.

8
Sarah Racek, financial advisor Mclean VA
Sarah B. Racek
CRD#: 7800954
1751 Pinnacle Drive, Suite 600, Mclean, VA 22102

Sarah Racek (CRD# 7800954) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has 1 year of experience in the finance industry.

9
Kelly Ryan, financial advisor Blacksburg VA
Kelly E. Ryan
CRD#: 7264930
301 South Main Street, Suite 203, Blacksburg, VA 24060

Kelly Ryan (CRD# 7264930) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has over 2 years of experience in the finance industry.

10
Spencer Werres, financial advisor Afton VA
Spencer T. Werres
CRD#: 6943071
Afton, VA

Spencer Werres (CRD# 6943071) is an Investment Advisor Representative working at Olio Financial Planning in Afton, VA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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