Brae Beggs is a registered investment advisor at Olio Financial Planning, based in Wichita, KS, with 7 years of industry experience. Brae 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
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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
Wichita, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brae is the founder, patch maker, and seller for A Hole In None, a business selling handmade t-shirt patches on Etsy and eBay since 2021. This work-from-home activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Olio Financial Planning
Previous Registrations
Vicus Capital, INC.
State Registrations1 state
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