OLIO FINANCIAL PLANNING, LLC
Doing business as OLIO FINANCIAL PLANNING. SEC Form ADV profile.
Total regulatory AUM
$600,505,998
Discretionary
$587,387,548
Non-discretionary
$13,118,450
Firm details
- CRD number
- 282355
- SEC file number
- 801-111849
- Main office
- MCLEAN, VA, United States
- Employees
- 14
- SEC status
- Approved
- Fee structure
-
Hourly Fixed fees
As of October 2026.