Olson Economics, LLC fees and pricing
Financial planner in Keene, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Olson Economics, LLC charges $250 an hour and a flat or project fee of $1,500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The fee is currently set at $250 per hour but may be negotiated in advance.”
- Flat or project fee
- $1,500-$2,500
“Depending on the circumstances, the firm may also quote a fixed fee, which generally ranges between $1500 - $2500 and accept payment on an installment basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Olson Economics, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients engaged on an hourly basis will be provided an invoice at the completion of services.”
- “Percentage-based fees are calculated on an accrual basis and charged quarterly in arrears.”
- “All clients will be billed directly via an invoice.”
How Olson Economics, LLC’s fees compare
- Its hourly rate of $250 is below the New Hampshire median of $275. 27% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- None of the 2 other planners in Keene that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$2,500 is below the New Hampshire median of $5,400. 22% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Keene that publish a flat or project fee charge less.
About Olson Economics, LLC
“Olson, Olson Economics, LLC ("Olson"), provides financial planning and portfolio management services on behalf of individual clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 21
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $25,613,669
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156609
- Phone
- (603) 358-6411
Can advise clients in 2 states: Massachusetts, New Hampshire
Other planners in Keene that publish fees
- Birch Financial GroupKeene$400/hr, $10,000
- Optimum Wealth LLCKeene$275/hr, $400
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
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.