Olson Tax & Financial Planning provides personalized financial planning and investment management. They help clients with financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Olson Tax & Financial Planning is a fee-only firm, meaning they don't accept commissions. They also offer tax preparation services. Clients make the final investment decisions.
Assets Under Management$27M
Clients8
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.30% |
| $2M+ | 0.25% |
Fees are negotiable. Minimum annual fee is $3,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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