MH
CFP
MH
CFP

Michael Hughes

3 Years of Experience

Michael Hughes is a CFP-designated registered investment advisor at Olio Financial Planning, based in Mclean, VA, with 3 years of industry experience. Michael 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
Fixed/Hourly
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$600.5M

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.
Annual Retainer:$500 - $50,000/year
One-Time Plan:$1,500 - $50,000
Hourly Rate:$100 - $250/hr
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Location

1751 Pinnacle Drive, Suite 600, Mclean, VA, 22102-4007

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

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
March 2022 - Present · 4 yrs 1 mo
State Registrations2 states
NCTN
Advisor

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
No exam information available for this advisor.
Michael Hughes - Financial Advisor | TrueAdvisor