Olson Tax & Financial Planning fees and pricing
Financial planner in Forest Hills, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Olson Tax & Financial Planning charges a quarterly fee of $750 and an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $750/qtr
“Minimum fee is $750 quarterly or $3,000 per year.”
- Annual fee
- $3,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Olson Tax & Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Investment management fees and ongoing financial planning fees are billed quarterly, in advance, meaning that we invoice you before the three-month billing period has begun.”
- “Payment in full is expected upon invoice presentation.”
- “Fees are payable by check drawn on a US bank.”
How Olson Tax & Financial Planning’s fees compare
- Its annual fee of $3,000 is below the New York median of $6,250. 23% of the 80 other New York planners that publish an annual fee charge less.
About Olson Tax & Financial Planning
- Credentials named in the brochure: CFP®, EA, and CFA.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.3% a year
- Minimum
- $750 minimum fee (stated in brochure)
- Clients
- 8
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $27,600,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147799
- Phone
- (718) 551-8244
Other planners in Forest Hills that publish fees
- Angel Light CapitalForest Hills$5,000/yr
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
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.