Olsen Family Financial, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Olsen Family Financial provides financial planning, investment advice, and financial coaching. As financial planners, OlsenFF helps clients with budgeting, investing, insurance, retirement, college savings, and estate planning. As investment advisors, they provide investment plans and advice based on client goals and risk tolerance, managing accounts through a third-party custodian. As financial coaches, they help clients understand and overcome behavioral finance pitfalls.

Assets Under Management$7.6M
Clients37
Advisors3
Avg. per Client$210K
Avg. per Advisor$2.5M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm