Amanda Ansell is a CFP-designated registered investment advisor at Olio Financial Planning, based in Blacksburg, VA, with 8 years of industry experience. Amanda 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
301 S. Main Street, Suite 203, Blacksburg, VA, 24060
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Olio Financial Planning
Previous Registrations
Verus Financial Partners
State Registrations4 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
More Advisors
- John Lienert, CFPOlio Financial Planning
- Sarah Racek, CFPOlio Financial Planning
- Amy Moore, CFPOlio Financial Planning
- Zachary Smith, CFPThe Kelly Group
- Michael Creamer, CFAD.A. Davidson & CO.
- Brian Moore, ChFCOsaic Wealth, INC.