Olio Financial Planning

Olio Financial Planning (CRD# 282355) is a financial advisory firm headquartered in Mclean, VA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • 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
  • Educational seminars/workshops
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.


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

Andrew Miller (CRD# 5522768) is an Investment Advisor Representative working at Olio Financial Planning in Mclean, VA and has over 7 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.

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