Olio Financial Planning

CRD 282355 · Mclean, VA · $600.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 282355
SEC number: 801-111849
Firm type: RIA
Assets under management: $600.5M as of Mar 4, 2026
Website: www.instagram.com/meetolio ↗
Phone: 703.459.9299
Address: 1751 Pinnacle Drive, Mclean, VA, 22102-4007

Advisors at this firm

11 in our index · page 1 of 1

Amanda Kathryn AnsellCRD 6976437 · Blacksburg, VA

IA Registered
Brae Adele BeggsCRD 7116431 · Wichita, KS

IA Registered
Michael Kevin HughesCRD 7530057 · Franklin, TN

IA Registered
John August LienertCRD 8218927 · Blacksburg, VA

IA Registered
Andrew Joseph MillerCRD 5522768 · Mclean, VA

IA Registered
Amy Elizabeth MooreCRD 6416076 · Blacksburg, VA

IA Registered
Rachel Renee PottersCRD 7477043 · Blacksburg, VA

IA Registered
Sarah Boyle RacekCRD 7800954 · Blacksburg, VA

IA Registered
Kelly Elisabeth RyanCRD 7264930 · Blacksburg, VA

IA Registered
Brian Christopher TalbottCRD 4600402 · Downingtown, PA

IA RegisteredRegistration inactive
Spencer Thomas WerresCRD 6943071 · Tyro, VA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.