Brian Talbott is a CFP-designated registered investment advisor at Olio Financial Planning, based in Mclean, VA, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 387 clients with $600M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Broad-based or modular financial plan — Fees range from $1,500 to $50,000, or $100 to $250 per hour, depending on the complexity and time involved.
Location
1751 Pinnacle Drive, Suite 600, Mclean, VA, 22102-4007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian participates in the Advisers Give Back program, providing pro bono financial planning services. He also owns Talbott Bookkeeping Services, offering general bookkeeping services, and dedicates minimal time to this.
Employment History
Current Registrations
Olio Financial Planning
Previous Registrations
Vanguard Advisers, INC.
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.