David Olson
Journey Wealth · Cleveland, Ohio
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.
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Specialties
Who they serve
- Executives
- Retirees
- Ultra high net worth
Facts
| Firm | Journey Wealth |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.39B across 879 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in OH, TX · CRD 2242624 |
| Exams passed | Series 63 (1992) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.fsmwealthadvisors.com |
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Questions about David
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.
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
- Journey Wealth 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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