Michael Hughes is a CFP-designated registered investment advisor at Olio Financial Planning, based in Franklin, TN, with 4 years of industry experience. Michael 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
Franklin, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a sole proprietor running Hartwell Studios, a home-based music/entertainment business, since 2013. He works as a producer, audio engineer, and freelance musician, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Olio Financial Planning
State Registrations2 states
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