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OLIO FINANCIAL PLANNING

MCLEAN, VA · CRD 282355 · IAPD ↗ · 703.459.9299

$600.5MRegulatory AUM
8Advisory reps
14Employees
2Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — OLIO FINANCIAL PLANNING crossed $500M in regulatory AUM ($491.9M -> $600.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — OLIO FINANCIAL PLANNING notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — OLIO FINANCIAL PLANNING notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — OLIO FINANCIAL PLANNING shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — OLIO FINANCIAL PLANNING reported RAUM up 28% ($321.4M -> $412.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
March 2024 — OLIO FINANCIAL PLANNING notice-filed in CO, NY, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.