Investment adviser · CRD 282355

OLIO FINANCIAL PLANNING

Investment adviser filing (IA)

OLIO FINANCIAL PLANNING, LLC

MCLEAN, VA, United States · Form ADV filed Mar 4, 2026

Regulatory AUM
$601M
Form ADV · Item 5.F
Client accounts
1,640
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals153$471,561,65878.5%
Individuals215$113,170,11418.8%
Retirement plans9$10,879,1091.8%
CharitiesFewer than 5$2,864,1640.5%
Corporations & businesses10$2,030,9530.3%
Filing source

Form ADV 2065181 · Mar 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars

Compensation

Hourly · Fixed

Principal office

1751 PINNACLE DRIVE, SUITE 600
MCLEAN, VA, 22102-4007, United States

CRD 282355

Filing source

Form ADV 2065181 · Mar 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.