# Eric Olsen

> Eric Olsen is a fee-only financial advisor at Olsen Family Financial, LLC in Oakton, Virginia, who holds the CFP and PhD credentials. Eric charges a flat fee or retainer, hourly fees, an ongoing planning fee, a one-time planning fee and a percentage of assets (ongoing planning from $4,200 a year and one-time plans from $2,500) and focuses on small business owners and real estate investors.

Page: https://find.wellspent.co/advisors/eric-olsen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Olsen Family Financial, LLC
- **Based in:** Oakton, Virginia
- **Fee model:** Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $4,200 a year; one-time plans from $2,500; $200 an hour; 1.6% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14M across 199 accounts
- **Credentials:** CFP, PhD
- **Specialties:** Small business owners, Real estate investors
- **Works with:** Early-career professionals
- **CRD:** 6604883 (https://adviserinfo.sec.gov/individual/summary/6604883)
- **SEC registration:** Investment adviser representative in CO, FL, OH, TX, VA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://olsenfamilyfinancial.com

## Frequently asked questions

### Is Eric Olsen a fee-only financial advisor?

Yes. Eric Olsen is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.

### How does Eric charge for financial advice?

Eric charges a flat fee or retainer, hourly fees, an ongoing planning fee, a one-time planning fee and a percentage of assets.

### How much does Eric charge?

According to Olsen Family Financial, LLC's website, checked October 28, 2026: ongoing planning from $4,200 a year; one-time plans from $2,500; $200 an hour; 1.6% a year on the first tier of assets managed.

### Does Eric work with clients virtually?

Yes. Olsen Family Financial, LLC says on its website that it works with clients remotely.

### Where is Eric Olsen based?

Eric Olsen is based in Oakton, Virginia.

### What does Eric specialize in?

Eric's specialties include small business owners and real estate investors. Eric works with early-career professionals.

### What credentials does Eric Olsen hold?

Eric Olsen holds the CFP and PhD credentials.

### Is Eric Olsen registered with the SEC?

Yes. Eric Olsen is registered as an investment adviser representative in CO, FL, OH, TX and VA (CRD 6604883), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Olsen Family Financial, LLC manage?

Olsen Family Financial, LLC reports $14M across 199 accounts in assets under management.

### How do I contact Eric Olsen?

Through Eric's website, olsenfamilyfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39725): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.olsenfamilyfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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