Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OLIO Financial Planning charges fees based on the services provided. Project-based engagements range from $1,500 to $50,000 or $100 to $250 per hour. Fixed-fee engagements range from $500 to $50,000 per year. Educational workshops may cost up to $10,000. Fees may be discounted for associates, family members, and former clients. Transactional fees are separate from advisory fees.
Areas of Practice
Advisor Information
Office location
1751 Pinnacle Drive, Suite 600, Mclean, VA, 22102-4007
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brae is the founder, patch maker, and seller for A Hole In None, a business selling handmade t-shirt patches on Etsy and eBay since 2021. This work-from-home activity takes a few hours per week and is not investment-related.