Olson Consulting helps families and business owners achieve financial security through financial planning and investment management. They offer comprehensive financial plans, single-session plans, and ongoing financial planning with asset management. For clients with simple estate planning needs, they provide access to wealth.com to create their own estate plan. Olson Consulting primarily serves physicians but is open to other individuals.
Assets Under Management$4.8M
Clients12
Advisors2
Avg. per Client$400K
Avg. per Advisor$2.4M
Fee Structure
Olson Consulting offers ongoing financial planning and asset management. The fee is a monthly base fee, paid quarterly, that increases based on your household income and net worth. The minimum monthly fee is $700.
Additional monthly fees:
- Household Income $500k - $1M: $100
- Household Income $1M+: $300
- Household Net Worth $500k - $1M: $200
- Household Net Worth $1M+: $400
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