Spencer Werres is a CFP-designated registered investment advisor at Olio Financial Planning, based in Mclean, VA, with 5 years of industry experience. Spencer 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.
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Current Registrations
Olio Financial Planning
State Registrations4 states
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