OLIO FINANCIAL PLANNING

1751 Pinnacle Drive
Suite 600
Mclean, Virginia 22102-4007
Tel: 703.459.9299

About OLIO FINANCIAL PLANNING

OLIO FINANCIAL PLANNING, formally registered with the SEC as OLIO FINANCIAL PLANNING. The firm was established in 10/13/2017. They have over 2 offices throughout the country.

OLIO FINANCIAL PLANNING is a Mclean, Virginia based Financial Planning firm with nearly $412,667,401 assets under management, offering retirement planning & investment advisory services to 1486 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282355
SEC#	801-111849
Assets Managed by Firm	$412,667,401
No. of Clients	1486
No. of Advisors	12

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1486	$412,667,401
Individuals (other than high net worth individuals)	210	$81,400,856
High net worth individuals	133	$319,816,024
Pension and profit sharing plans	10	$8,084,268
Charitable organizations	Fewer than 5 clients	$2,388,629
Corporations or other businesses	6	$977,624

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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