John Lienert
OLIO Financial Planning · Mclean, Virginia
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.
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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 VA · CRD 8218927 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.meetolio.com |
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Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
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.
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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