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Advisor

Amanda Ansell

OLIO Financial Planning · Blacksburg, Virginia

Amanda Ansell is a fee-only financial advisor at OLIO Financial Planning in Blacksburg, Virginia, who holds the CFP credential. Amanda charges an ongoing planning fee and focuses on tax planning, estate & legacy planning and retirement planning.

Ongoing planning fee Fee-only CFP

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Specialties

Who they serve

  • Early-career professionals
  • Retirees
  • Executives

Facts

FirmOLIO Financial Planning
Based in Blacksburg, Virginia
Fee modelOngoing planning fee
Works virtuallyYes
Accepting new clientsYes
Assets under management$600.5M across 1,640 accounts
CredentialsCFP
SEC registration Investment adviser representative in TX, VA · CRD 6976437
Firm size14 employees
Disclosures None reported
Websitewww.meetolio.com

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Tell Amanda a little about what you're looking for. Amanda isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Amanda

Is Amanda Ansell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and OLIO Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Amanda charge for financial advice?

Amanda charges an ongoing planning fee.

Does Amanda work with clients virtually?

Yes. OLIO Financial Planning says on its website that it works with clients remotely.

Where is Amanda Ansell based?

Amanda Ansell is based in Blacksburg, Virginia.

What does Amanda specialize in?

Amanda's specialties include tax planning, estate & legacy planning and retirement planning. Amanda works with early-career professionals, retirees and executives.

What credentials does Amanda Ansell hold?

Amanda Ansell holds the CFP credential.

Is Amanda Ansell registered with the SEC?

Yes. Amanda Ansell is registered as an investment adviser representative in TX and VA (CRD 6976437), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does OLIO Financial Planning manage?

OLIO Financial Planning reports $600.5M across 1,640 accounts in assets under management.

How do I contact Amanda Ansell?

Through Amanda's website, www.meetolio.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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