Olio Financial Planning, Llc
- Regulatory AUM
- $601M
- Discretionary
- $587M
- Clients
- 387
- Avg AUM / client
- $1.6M
- Accounts
- 1,640
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 215 | $113M | 18.8% |
| High net worth individuals | 153 | $472M | 78.5% |
| Pension and profit sharing plans | 9 | $10.9M | 1.81% |
| Charitable organizations | Fewer than 5 clients | $2.9M | 0.48% |
| Corporations and other businesses | 10 | $2.0M | 0.34% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Booz Allen Hamilton Inc. Employees' Capital Accumulation Plan Booz Allen Hamilton Inc. | Mclean, VA | 2024 |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Joseph Miller | Founder/Chief Executive Officer/Chief Compliance Officer/Managing Member | CFP | Nov 2015 (11y) | 75% or more |
| Amanda Kathryn Ansell | Registered representative | CFP | Nov 2018 (8y) | |
| Spencer Thomas Werres | Registered representative | CFP | Apr 2020 (6y) | |
| Amy Elizabeth Moore | Registered representative | CFP | Mar 2021 (5y) | |
| Rachel Renee Potters | Registered representative | Jan 2022 (5y) | ||
| Kelly Elisabeth Ryan | Registered representative | Jan 2022 (5y) | ||
| Brian Christopher Talbott | Registered representative | CFP | Jan 2022 (5y) | |
| Michael Kevin Hughes | Registered representative | CFP | Mar 2023 (3y) | |
| Sarah Boyle Racek | Registered representative | CFP | Oct 2023 (3y) | |
| Brae Adele Beggs | Registered representative | Aug 2024 (2y) | ||
| John August Lienert | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Booz Allen Hamilton Inc. Employees' Capital Accumulation Plan | Booz Allen Hamilton Inc. | 36,956 | $9.3B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $590M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗