Olson Tax & Financial Planning provides comprehensive financial planning, investment management, and tax preparation services to individuals, families, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach, focusing on diversified, low-cost mutual funds and exchange-traded funds with periodic portfolio rebalancing. In addition to managing investments, Olson Tax & Financial Planning helps clients navigate retirement planning, tax strategies, cash flow management, insurance reviews, estate planning, and education funding. The firm operates as a fee-only registered investment advisor, meaning it does not accept commissions for selling financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.30% |
| $2M+ | 0.25% |
Fees are negotiable and subject to a $3,000 annual minimum.