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OLIO FINANCIAL PLANNING

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

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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 $321,447,278 assets under management, offering retirement planning & investment advisory services to 1253 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282355
SEC#801-111849
Assets Managed by Firm$321,447,278
No. of Clients1253
No. of Advisors15

Fee Structure

  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1253$321,447,278
Individuals (other than high net worth individuals)221$90,923,278
High net worth individuals87$222,526,988
Pension and profit sharing plans8$5,893,428
Charitable organizationsFewer than 5 clients$2,103,584

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