{
  "crd_number": 282355,
  "slug": "olio-financial-planning-mclean-va-282355",
  "primary_business_name": "OLIO FINANCIAL PLANNING",
  "legal_name": "OLIO FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": "McLean",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-13",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-04",
  "carried_forward": false,
  "raum_total": 600505998.0,
  "raum_discretionary": 587387548.0,
  "raum_non_discretionary": 13118450.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 14,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2864164.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 113170114.0,
      "count": 215
    },
    "pension_profit_sharing": {
      "raum": 10879109.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 471561658.0,
      "count": 153
    },
    "corporations_other_businesses": {
      "raum": 2030953.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "DC",
    "FL",
    "KS",
    "MD",
    "NC",
    "NH",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/meetolio",
    "https://instagram.com/meetolio",
    "https://linkedin.com/company/meetolio/about",
    "https://meetolio.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282355",
  "city_as_filed": "MCLEAN",
  "url": "https://advisorcensus.com/firm/olio-financial-planning-mclean-va-282355",
  "display_name": "Olio Financial Planning",
  "summary": "Olio Financial Planning is an SEC-registered investment advisory firm in McLean, VA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 4, 2026.",
  "citation": "AdvisorCensus. Olio Financial Planning (CRD 282355): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Olio Financial Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Olio Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Olio Financial Planning located?",
      "a": "Olio Financial Planning's principal office is in McLean, VA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Olio Financial Planning registered with the SEC or a state?",
      "a": "Olio Financial Planning is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 282355."
    },
    {
      "q": "How much does Olio Financial Planning manage?",
      "a": "Olio Financial Planning reports $600,505,998 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (98% discretionary)."
    },
    {
      "q": "How have Olio Financial Planning's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Olio Financial Planning: Regulatory assets under management: $219,949,108 in the October 2021 data and $600,505,998 in the October 2026 data, up 173%. Total employees: 6 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Olio Financial Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (215); high net worth individuals (153); corporations or other businesses not listed above (10)."
    },
    {
      "q": "Which custodians does Olio Financial Planning use?",
      "a": "Olio Financial Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Olio Financial Planning report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282355"
    },
    {
      "q": "Does Olio Financial Planning state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 4, 2026 says: \"We do not require minimum income, minimum asset levels or other similar preconditions.\""
    },
    {
      "q": "What changed in Olio Financial Planning's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $491,883,336 to $600,505,998 (+22%). Employees performing advisory functions went from 7 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 219949108.0,
      "total_employees": 6,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 297442186.0,
      "total_employees": 13,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 321447278.0,
      "total_employees": 15,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 412667401.0,
      "total_employees": 12,
      "filing_date": "2024-08-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 491883336.0,
      "total_employees": 13,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 600505998.0,
      "total_employees": 14,
      "filing_date": "2026-03-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $491,883,336 to $600,505,998 (+22%).",
        "Employees performing advisory functions went from 7 to 8."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 4, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not require minimum income, minimum asset levels or other similar preconditions."
        ]
      }
    ],
    "quotes": [
      "We do not require minimum income, minimum asset levels or other similar preconditions."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/olio-financial-planning-mclean-va-282355.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 215,
      "fewer_than_5": false,
      "raum": 113170114.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 153,
      "fewer_than_5": false,
      "raum": 471561658.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 10879109.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2864164.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2030953.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282355",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}