# Olio Financial Planning

> 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.

- CRD: 282355
- Filed as: OLIO FINANCIAL PLANNING
- Legal name: Olio Financial Planning, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282355
- AdvisorCensus page: https://advisorcensus.com/firm/olio-financial-planning-mclean-va-282355

## Quick answers

**How is Olio Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Olio Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Olio Financial Planning located?**
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).

**Is Olio Financial Planning registered with the SEC or a state?**
Olio Financial Planning is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 282355.

**How much does Olio Financial Planning manage?**
Olio Financial Planning reports $600,505,998 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (98% discretionary).

**How have Olio Financial Planning's assets and staff changed since 2021?**
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.

**What types of clients does Olio Financial Planning serve?**
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).

**Which custodians does Olio Financial Planning use?**
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.

**Does Olio Financial Planning report any disciplinary disclosures?**
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

**Does Olio Financial Planning state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "We do not require minimum income, minimum asset levels or other similar preconditions."

**What changed in Olio Financial Planning's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: None

> We do not require minimum income, minimum asset levels or other similar preconditions.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $600,505,998
- Discretionary: $587,387,548
- Non-discretionary: $13,118,450

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 215 | $113,170,114 |
| High net worth individuals | 153 | $471,561,658 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $10,879,109 |
| Charitable organizations | Fewer than 5 | $2,864,164 |
| Corporations or other businesses not listed above | 10 | $2,030,953 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 14 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, DC, FL, KS, MD, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Blacksburg, VA

### Websites listed on Form ADV (Item 1.I)
- meetolio.com
- Facebook @meetolio
- Instagram @meetolio
- LinkedIn @meetolio

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $219,949,108 | 6 | March 23, 2021 |
| October 2022 | $297,442,186 | 13 | March 24, 2022 |
| October 2023 | $321,447,278 | 15 | September 5, 2023 |
| October 2024 | $412,667,401 | 12 | August 14, 2024 |
| October 2025 | $491,883,336 | 13 | March 6, 2025 |
| October 2026 | $600,505,998 | 14 | March 4, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $491,883,336 to $600,505,998 (+22%).
- Employees performing advisory functions went from 7 to 8.

### December 2025
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Olio Financial Planning (CRD 282355): Form ADV filing data as of October 2026.