RP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
379 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$491.9M
Fee Structure
Financial Plan Fee:$1,500 - $50,000
Hourly Rate:$100 - $250/hr
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
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningDivorce PlanningInvestment Management
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Advisor Information
Office location
301 South Main St., Suite 203, Blacksburg, VA, 24060
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Olio Financial Planning
January 2022 - Present · 4 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.