# David Olson

> David Olson is a fee-only financial advisor at Journey Wealth in Cleveland, Ohio, who holds the ChFC credential. David focuses on tax planning, estate & legacy planning and small business owners. Journey Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-olson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Journey Wealth
- **Based in:** Cleveland, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.39B across 879 accounts
- **Credentials:** ChFC
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners, Founders (pre-exit)
- **Works with:** Executives, Retirees, Ultra high net worth
- **CRD:** 2242624 (https://adviserinfo.sec.gov/individual/summary/2242624)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 63 (1992)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** http://www.fsmwealthadvisors.com

## Frequently asked questions

### Is David Olson a fee-only financial advisor?

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

### How does David charge for financial advice?

David's firm, Journey Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Olson based?

David Olson is based in Cleveland, Ohio.

### What does David specialize in?

David's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). David works with executives, retirees and ultra high net worth.

### What credentials does David Olson hold?

David Olson holds the ChFC credential.

### Is David Olson registered with the SEC?

Yes. David Olson is registered as an investment adviser representative in OH and TX (CRD 2242624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Journey Wealth manage?

Journey Wealth reports $1.39B across 879 accounts in assets under management.

### How do I contact David Olson?

Through David's website, www.fsmwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2242624): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://journey-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.