Olson Consulting LLC fees and pricing
Financial planner in Manchester, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 10, 2026, Olson Consulting LLC charges a flat or project fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,000
“Fees & Compensation Olson Consulting is “fee only” so we only accept compensation from you in connection with services we render to you. ● “Single Session Financial Plan" Service Package: $4,000. ● "Ongoing Planning” Service Package: $12,000 -$15,000, depending upon complexity (complexity factors include, but are…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Olson Consulting LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable, and we may reduce or waive them at our discretion.”
- “Single Session Financial Plan and Business Owner Planning services are charged as flat and upfront fee, and Ongoing Planning services are billed quarterly in arrears.”
- “We will provide Clients with a refund of any pre-paid fee if the Client Service Agreement is terminated before the end of the billing period.”
How Olson Consulting LLC’s fees compare
- Its flat or project fee of $4,000 is below the Connecticut median of $5,125. 31% of the 78 other Connecticut planners 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 Olson Consulting LLC
- Firm size: 3 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Physicians and dentists
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 28
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $22,081,014
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 300445
- Phone
- (269) 876-0824
Can advise clients in 4 states: California, Connecticut, Michigan, Nevada
Other planners in Manchester that publish fees
- Ernest J. Brousseau, CPA, CFP®Manchester$175/hr, $1,000-$5,000/yr
- Excel Wealth Management, LLCManchester$100-$450/hr, $250-$10,000
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.