Tyler Olson is a registered investment advisor at Olson Consulting LLC, based in Manchester, CT, with 17 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 12 clients with $4.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Olson Consulting offers ongoing financial planning and asset management. The fee is a monthly base fee, paid quarterly, that increases based on your household income and net worth. The minimum monthly fee is $700.
Additional monthly fees:
- Household Income $500k - $1M: $100
- Household Income $1M+: $300
- Household Net Worth $500k - $1M: $200
- Household Net Worth $1M+: $400
Location
Manchester, CT
Get directionsHistory
Regulatory History (1)
Regulatory
February 2016Other Business Activities
Tyler is a co-owner of Physician Cents LLC, a podcast and financial education business, since March 2024. He dedicates minimal time to recording podcast episodes.
Employment History
Current Registrations
Olson Consulting LLC
Previous Registrations
Primesolutions Securities, INC.
Primesolutions Securities, INC.Broker
State Registrations5 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.