Eric Olsen is a CFP-designated registered investment advisor at Olsen Family Financial, LLC, based in Oakton, VA, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 46 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Investment management is charged at a flat 0.40% annual rate of assets under management. Fees may be negotiated on a client-by-client basis.
Fee Estimator
Location
Oakton, VA
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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.
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Eric is an active duty officer in the United States Air Force since 2010, working full-time. This position is in national defense and is not investment-related.
Employment History
Current Registrations
Olsen Family Financial, LLC
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.
Exams
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