Amy Moore
OLIO Financial Planning · Blacksburg, Virginia
Amy Moore is a fee-only financial advisor at OLIO Financial Planning in Blacksburg, Virginia, who holds the CFP credential. Amy charges an ongoing planning fee and focuses on tax planning, estate & legacy planning and retirement planning.
Request an introduction to Amy →
Specialties
Who they serve
- Early-career professionals
- Retirees
- Executives
Facts
| Firm | OLIO Financial Planning |
|---|---|
| Based in | Blacksburg, Virginia |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $600.5M across 1,640 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6416076 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.meetolio.com |
Request an introduction to Amy
Tell Amy a little about what you're looking for. Amy 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 Amy
Is Amy Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy 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 Amy charge for financial advice?
Amy charges an ongoing planning fee.
Does Amy work with clients virtually?
Yes. OLIO Financial Planning says on its website that it works with clients remotely.
Where is Amy Moore based?
Amy Moore is based in Blacksburg, Virginia.
What does Amy specialize in?
Amy's specialties include tax planning, estate & legacy planning and retirement planning. Amy works with early-career professionals, retirees and executives.
What credentials does Amy Moore hold?
Amy Moore holds the CFP credential.
Is Amy Moore registered with the SEC?
Yes. Amy Moore is registered as an investment adviser representative in VA (CRD 6416076), 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 Amy Moore?
Through Amy's website, www.meetolio.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
- OLIO Financial Planning 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.
See something wrong? Request a correction. Read our methodology.