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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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