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Financial ADVSR advisor directory · SEC adviser records

Olio Financial Planning financial advisors

Every SEC-registered investment adviser representative at Olio Financial Planning, by the state and city of the office they work from.

12 registered advisors work at Olio Financial Planning, in 1 state and 3 cities; the most are in McLean, VA (6). 9 list the CFP designation and 0 are also registered broker representatives.

Search every Olio Financial Planning advisor by name →Who joined and left Olio Financial Planning →Olio Financial Planning: assets, clients and custodians →

Cities with the most Olio Financial Planning advisors

McLean, VA 6Blacksburg, VA 5Crozet, VA 1

Olio Financial Planning advisors by state

Olio Financial Planning in Virginia 12

McLean 6Blacksburg 5Crozet 1

Questions

How many financial advisors does Olio Financial Planning have?

12 investment adviser representatives are registered with Olio Financial Planning, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 3 cities. 9 list the CFP designation and 0 are also registered as broker representatives.

Where does Olio Financial Planning have the most advisors?

McLean, VA, with 6 registered advisors, then Blacksburg, VA (5). By state, Virginia has the most, with 12.

How do I find a Olio Financial Planning financial advisor near me?

Pick your state below, then your city, to see every Olio Financial Planning advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Olio Financial Planning offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →