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).
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Total Assets Under Management413MILLION
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Total Number of Accounts1,486ACCOUNTS
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Average Account Value$277,704
- 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
- Educational seminars/workshops
CO, DC, FL, MD, NC, NH, NY, OH, OR, PA, SC, TN, 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.