Joseph Olive
Sather Financial Group · Victoria, Texas
Joseph Olive is a fee-only financial advisor at Sather Financial Group in Victoria, Texas, who holds the CFP credential. Sather Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sather Financial Group |
|---|---|
| Based in | Victoria, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.27B across 1,506 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6445274 |
| Exams passed | Series 63 (2015) · Series 66 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | satherfinancial.com |
How Joseph's firm compares
- Sather Financial Group's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,506 accounts).
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Questions about Joseph
Is Joseph Olive a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Sather Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Sather Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Olive based?
Joseph Olive is based in Victoria, Texas.
What credentials does Joseph Olive hold?
Joseph Olive holds the CFP credential.
Is Joseph Olive registered with the SEC?
Yes. Joseph Olive is registered as an investment adviser representative in TX (CRD 6445274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sather Financial Group manage?
Sather Financial Group reports $2.27B across 1,506 accounts in assets under management.
How do I contact Joseph Olive?
Through Joseph's website, satherfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Victoria
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
- 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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