Olio Financial Planning
Assets Under Management
$491.9M
Number of Clients
379
Number of Advisors
10
Average Client AUM
$1.3M
AUM per Advisor
$49.2M
Compensation
Fixed/Hourly
About This Firm
OLIO Financial Planning, LLC offers financial planning services covering cash management, risk management, employee benefits, retirement planning, education planning, estate planning, tax planning, and divorce planning. They also provide investment consultation, business consultation, and portfolio management services. They provide investment advice to 401(k) plans in accordance with ERISA.
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
Location
1751 Pinnacle Drive, Suite 600, Mclean, VA, 22102-4007