Brian Neu
Olimpio NEU & Associates · Frisco, Texas
Brian Neu is a fee-only financial advisor at Olimpio NEU & Associates in Frisco, Texas, who holds the CFP credential. Olimpio NEU & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Olimpio NEU & Associates |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $76.9M across 243 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN, TX · CRD 4476634 |
| Exams passed | Series 63 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Brian's firm compares
- Olimpio NEU & Associates's average account is about $316,000, from its Form ADV (assets managed divided by 243 accounts).
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Questions about Brian
Is Brian Neu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Olimpio NEU & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Olimpio NEU & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Neu based?
Brian Neu is based in Frisco, Texas.
What credentials does Brian Neu hold?
Brian Neu holds the CFP credential.
Is Brian Neu registered with the SEC?
Yes. Brian Neu is registered as an investment adviser representative in TN and TX (CRD 4476634), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Olimpio NEU & Associates manage?
Olimpio NEU & Associates reports $76.9M across 243 accounts in assets under management.
How do I contact Brian Neu?
Contact details aren't on file yet. Search for Olimpio NEU & Associates.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frisco
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
- 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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