Olio Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“On rare occasions, we are compensated for project-based services on a fixed fee basis ranging from $1,500 to $50,000 or on an hourly basis ranging from $100 to $250 per hour.”

Flat or project fee

$1,500⁠-⁠$50,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Olio Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our published fees are not negotiable but may be discounted by our firm.”
• “Fees are to be paid by check or draft from US-based financial institutions.”
• “The fee is paid in advance in equal quarterly installments.”

How Olio Financial Planning’s fees compare

• Its hourly rate of $100-$250 is below the Virginia median of $260. 12% of the 203 other Virginia planners that publish an hourly rate charge less.
• None of the 10 other planners in Mclean that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$50,000 spans the Virginia median of $4,250. 96% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Mclean that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Olio Financial Planning

• Firm size: 14 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Divorce

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

368

Employees

14

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$600,505,998

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282355

Website

instagram.com/meetolio (opens in new tab)

Phone

(703) 459-9299

Can advise clients in 15 states: Colorado, District of Columbia, Florida, Kansas, Maryland, North Carolina, New Hampshire, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Mclean that publish fees

• Activ8 Family Office LLCMclean$400/hr, $2,500⁠-⁠$100,000
• Acts Financial AdvisorsMclean$450/hr
• Advisors Financial, Inc.Mclean$250⁠-⁠$500/hr
• Alpha Financial Advisors, LLCMclean$250/hr
• Argo Wealth Advisory, LLCMclean$500⁠-⁠$50,000
• B&l Wealth Group, LLCMclean$250/hr, $2,000⁠-⁠$10,000

Compare all 21 planners in Mclean