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OLIO FINANCIAL PLANNING
OLIO FINANCIAL PLANNING, LLC
CRD 282355 · SEC 801-111849
1751 PINNACLE DRIVE, SUITE 600, MCLEAN, VA, 22102-4007, United States
Phone
703.459.9299
Fax
703.459.9699
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$600.5M
Discretionary AUM
$587.4M
Team
14 total employees; 8 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $113.2M |
| High net worth individuals | 153 | $471.6M |
| Pension/profit sharing plans | 9 | $10.9M |
| Corporations/business entities | 10 | $2.0M |
States served
CO, DC, KS, MD, NY, NC, OH, OR, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD