BT
CFP
BT
CFP

Brian Christopher Talbott

22 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningDivorce PlanningInvestment Management
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
379 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$491.9M

Fee Structure

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Location

1751 Pinnacle Drive, Suite 600, Mclean, VA, 22102-4007

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History

Regulatory History
Clean regulatory record

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.

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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
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Vanguard Advisers, INC.
July 2014 - April 2021 · 6 yrs 9 mos
Vanguard Advisers INC
January 2007 - April 2010 · 3 yrs 3 mos
Vanguard Marketing CorporationBroker
July 2003 - April 2021 · 17 yrs 9 mos
State Registrations4 states
NCOHPATX
Advisor
Exams
No exam information available for this advisor.