Olio Financial Planning

Olio Financial Planning (CRD# 282355) is a financial advisory firm headquartered in Mclean, VA. They manage $123,658,829 in 680 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $181,851
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, MD, NC, OH, TX, VA

Financial Advisors at Olio Financial Planning
Showing 1 - 5 of 5 top financial advisors.
1
Andrew J. Miller
CRD#: 5522768
1751 Pinnacle Drive, Suite 600, Mclean, VA 22102
96
Wealthminder
score

Andrew Miller (CRD# 5522768) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has over 8 years of experience in the finance industry. Andrew Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ashley H. Coake
CRD#: 6172130
1995 S. Main Street, Suite 903, Blacksburg, VA 24060
93
Wealthminder
score

Ashley Coake (CRD# 6172130) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has over 4 years of experience in the finance industry. Ashley Coake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jesse R. Lineberry
CRD#: 6479381
1995 S. Main Street, Suite 903, Blacksburg, VA 24060
92
Wealthminder
score

Jesse Lineberry (CRD# 6479381) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has over 2 years of experience in the finance industry. Jesse Lineberry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Christine C. Damico
CRD#: 6426743
1995 S. Main Street, Suite 903, Blacksburg, VA 24060
90
Wealthminder
score

Christine Damico (CRD# 6426743) is an Investment Advisor Representative working at Olio Financial Planning in Blacksburg, VA and has 1 year of experience in the finance industry. Christine Damico has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Joel S. Williams
CRD#: 1128688
1751 Pinnacle Drive, Suite 600, Mclean, VA 22102
86
Wealthminder
score

Joel Williams (CRD# 1128688) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has over 34 years of experience in the finance industry. Joel Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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