OLIO Financial Planning offers financial planning services covering cash management, risk management, employee benefits, retirement planning, education planning, estate planning, tax planning, and divorce planning. They offer broad-based and modular financial planning. They also provide investment consultation and business consultation services. Portfolio management services are offered with ongoing supervision. Retirement plan services are also available.
Assets Under Management$600M
Clients387
Advisors11
Avg. per Client$1.6M
Avg. per Advisor$55M
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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