Spencer Werres is a CFP-designated registered investment advisor at Olio Financial Planning, based in Tyro, VA, with 6 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 387 clients with $600M in assets under management.
Compensation
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OLIO Financial Planning manages investment portfolios on a continuous basis, creating customized investment guidelines based on your goals, risk tolerance, and time horizon. Portfolios are typically built using exchange-traded funds, mutual funds, individual stocks, and fixed income securities. Investment management fees are generally charged as part of the firm's fixed-fee engagements, which range from $500 to $50,000 per year depending on the complexity of your financial profile and portfolio size. Fees are paid in advance in equal quarterly installments.
Location
Tyro, VA
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Regulatory History
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Current Registrations
Olio Financial Planning
State Registrations4 states
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