Olio Financial Planning
Olio Financial Planning (CRD# 282355) is a financial advisory firm headquartered in Mclean, VA. They manage $297,442,186 in 1,096 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management297MILLION
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Total Number of Accounts1,096ACCOUNTS
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Average Account Value$271,389
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
FL, LA, MD, NC, NH, OH, PA, SC, TX, VA
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. Amanda Ansell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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. Christine Damico has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Miller (CRD# 5522768) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has over 12 years of experience in the finance industry. Andrew Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Talbott (CRD# 4600402) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has over 19 years of experience in the finance industry. Brian Talbott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Hughes (CRD# 7530057) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has 1 year of experience in the finance industry.
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. Amy Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rachel Potters (CRD# 7477043) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has 1 year of experience in the finance industry.
Victoria Rogan (CRD# 7284684) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has 1 year of experience in the finance industry. Victoria Rogan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kelly Ryan (CRD# 7264930) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has 1 year of experience in the finance industry.
Spencer Werres (CRD# 6943071) is an Investment Advisor Representative working at Olio Financial Planning in Forth Worth, TX and has over 3 years of experience in the finance industry. Spencer Werres has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.