Brandon Oliver
Oliver Wealth Management · St. Louis, Missouri
Brandon Oliver is a fee-only financial advisor at Oliver Wealth Management in St. Louis, Missouri. Brandon charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
Request an introduction to Brandon →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Oliver Wealth Management |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model | Ongoing planning fee |
| Assets under management | $340.4M across 1,390 accounts |
| SEC registration | Investment adviser representative in FL, MD, TX · CRD 3251099 |
| Exams passed | Series 66 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | oliverwealth.com |
Request an introduction to Brandon
Tell Brandon a little about what you're looking for. Brandon 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 Brandon
Is Brandon Oliver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Oliver Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon charges an ongoing planning fee.
Where is Brandon Oliver based?
Brandon Oliver is based in St. Louis, Missouri.
What does Brandon specialize in?
Brandon's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). Brandon works with retirees and pre-retirees.
Is Brandon Oliver registered with the SEC?
Yes. Brandon Oliver is registered as an investment adviser representative in FL, MD and TX (CRD 3251099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oliver Wealth Management manage?
Oliver Wealth Management reports $340.4M across 1,390 accounts in assets under management.
How do I contact Brandon Oliver?
Through Brandon's website, oliverwealth.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
- Oliver Wealth Management 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.