Brae Beggs is a registered investment advisor at Olio Financial Planning, based in Mclean, VA, with 6 years of industry experience. Brae 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.
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 →Other Business Activities
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
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.