Alexis Olian
Treehouse Wealth Advisors · Walnut Creek, California
Alexis Olian is a fee-only financial advisor at Treehouse Wealth Advisors in Walnut Creek, California, who holds the CFP credential. Alexis focuses on tax planning, estate & legacy planning and retirement planning. Treehouse Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Treehouse Wealth Advisors |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $597.1M across 761 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6712308 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | treehousewealth.com |
How Alexis's firm compares
- Treehouse Wealth Advisors's average account is about $785,000, from its Form ADV (assets managed divided by 761 accounts).
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Questions about Alexis
Is Alexis Olian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexis holds no broker registration, and Treehouse Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexis charge for financial advice?
Alexis's firm, Treehouse Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alexis Olian based?
Alexis Olian is based in Walnut Creek, California.
What does Alexis specialize in?
Alexis's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does Alexis Olian hold?
Alexis Olian holds the CFP credential.
Is Alexis Olian registered with the SEC?
Yes. Alexis Olian is registered as an investment adviser representative in CA and TX (CRD 6712308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Treehouse Wealth Advisors manage?
Treehouse Wealth Advisors reports $597.1M across 761 accounts in assets under management.
How do I contact Alexis Olian?
Through Alexis's website, treehousewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Treehouse Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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