# John Lienert

> John Lienert is a fee-only financial advisor at OLIO Financial Planning in Mclean, Virginia, who holds the CFP credential. John charges an ongoing planning fee and focuses on tax planning, estate & legacy planning and retirement planning.

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

## Facts

- **Firm:** OLIO Financial Planning
- **Based in:** Mclean, Virginia
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $600.5M across 1,640 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Early-career professionals, Retirees, Executives
- **CRD:** 8218927 (https://adviserinfo.sec.gov/individual/summary/8218927)
- **SEC registration:** Investment adviser representative in VA
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.meetolio.com/

## Frequently asked questions

### Is John Lienert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?

John charges an ongoing planning fee.

### Does John work with clients virtually?

Yes. OLIO Financial Planning says on its website that it works with clients remotely.

### Where is John Lienert based?

John Lienert is based in Mclean, Virginia.

### What does John specialize in?

John's specialties include tax planning, estate & legacy planning and retirement planning. John works with early-career professionals, retirees and executives.

### What credentials does John Lienert hold?

John Lienert holds the CFP credential.

### Is John Lienert registered with the SEC?

Yes. John Lienert is registered as an investment adviser representative in VA (CRD 8218927), 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 John Lienert?

Through John's website, www.meetolio.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8218927): 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://meetolio.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.