Fee-only adviser · McLean, VA
Olio Financial Planning
Olio Financial Planning is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in McLean, Virginia. On its latest Form ADV, filed March 4, 2026, it reports $601M in regulatory assets under management, 368 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 282355 · SEC file 801-111849 |
| Office | 1751 Pinnacle Drive Suite 600 McLean, VA 22102 |
| Phone | (703) 459-9299 |
| Website | www.meetolio.com |
| Regulatory assets under management | $601M ($587M discretionary) |
| Individual clients | 215 non-high-net-worth, 153 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 14 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in McLean
- Bogart Wealth, LLC $3.2B
- West Financial Services, Inc. $2.8B
- Andersen $6.3B
- Brown | Miller Wealth Management, LLC $991M
- Centurion Wealth Management $786M
- 4J Wealth Management, LLC $348M
See all 26 fee-only advisers in McLean →
Nearby
- Tysons 2 firms
- Tysons Corner 1 firm
- Vienna 15 firms
- Cabin John 1 firm
- Potomac 1 firm
- Great Falls 2 firms
- Reston 16 firms
- Falls Church 3 firms
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