# Olea Advisory Services

> Olea Advisory Services is a state-registered investment advisory firm in Plantation, FL, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated June 3, 2026.

- CRD: 340377
- Filed as: OLEA ADVISORY SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plantation, FL
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340377
- AdvisorCensus page: https://advisorcensus.com/firm/olea-advisory-services-plantation-fl-340377

## Quick answers

**How is Olea Advisory Services compensated?**
On its Form ADV (Item 5.E, October 2026), Olea Advisory Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Olea Advisory Services located?**
Olea Advisory Services' principal office is in Plantation, FL, according to its Form ADV.

**Is Olea Advisory Services registered with the SEC or a state?**
Olea Advisory Services is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340377.

**Does Olea Advisory Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340377

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oleawm.com
- Facebook @RHWealthPlanningServices
- LinkedIn @relyhechter

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Olea Advisory Services (CRD 340377): Form ADV filing data as of October 2026.