Olson Consulting LLC

Fixed/Hourly

Olson Consulting offers personalized financial planning, business advisory services tailored for physician practice owners, and ongoing investment management. Founded in 2018 and led by Tyler L. Olson, the firm focuses on helping individuals and families build long-term financial security through diversified, passive, and tax-aware investment strategies using index funds and exchange-traded funds. The firm provides standalone financial planning sessions, ongoing comprehensive financial planning, specialized business consulting for practice owners, and discretionary portfolio management.

Assets Under Management$22M
Clients28
Advisors1
Avg. per Client$790K
Avg. per Advisor$22M

Fee Structure

Planning is included in investment management

Olson Consulting charges a flat fee for ongoing planning and discretionary investment management, with the specific amount determined by the complexity of your financial situation.

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Location

1 Advisors at this firm

Olson Consulting LLC - Fees, AUM & Advisors | TrueAdvisor