Brian Talbott
OLIO Financial Planning · Mclean, Virginia
Brian Talbott is a fee-only financial advisor at OLIO Financial Planning in Mclean, Virginia, who holds the CFP credential. Brian charges an ongoing planning fee and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Early-career professionals
- Retirees
- Executives
Facts
| Firm | OLIO Financial Planning |
|---|---|
| Based in | Mclean, 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 NC, OH, PA, TX · CRD 4600402 |
| Exams passed | Series 63 (2003) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.meetolio.com |
| Profile |
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Questions about Brian
Is Brian Talbott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?
Brian charges an ongoing planning fee.
Does Brian work with clients virtually?
Yes. OLIO Financial Planning says on its website that it works with clients remotely.
Where is Brian Talbott based?
Brian Talbott is based in Mclean, Virginia.
What does Brian specialize in?
Brian's specialties include tax planning, estate & legacy planning and retirement planning. Brian works with early-career professionals, retirees and executives.
What credentials does Brian Talbott hold?
Brian Talbott holds the CFP credential.
Is Brian Talbott registered with the SEC?
Yes. Brian Talbott is registered as an investment adviser representative in NC, OH, PA and TX (CRD 4600402), 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 Brian Talbott?
Through Brian'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.
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