Olio Financial Planning

OLIO Financial Planning, LLC is a Virginia-based financial advisory firm established in November 2015. The firm, led by Andrew J. Miller, CFP®, offers financial planning services covering cash management, risk management, retirement planning, education planning, estate planning, tax planning, and more. Clients can opt for broad-based or modular financial planning services, with fees ranging from $1,500 to $50,000 for project-based engagements and $500 to $50,000 per year for fixed-fee engagements. The firm manages client portfolios on a discretionary basis, providing ongoing supervision and customized investment strategies primarily using ETFs, mutual funds, individual stocks, and fixed income securities. OLIO Financial Planning does not charge performance-based fees, and clients have full discretion over implementation decisions. The firm maintains a fiduciary standard, acting in the best interests of clients and disclosing any conflicts of interest. Clients' assets are held by qualified custodians, and the firm does not have custody of client funds. Clients receive regular account reviews and performance reports, and the firm does not vote proxies on behalf of clients. For further inquiries, clients can contact the Chief Compliance Officer, Andrew Miller.