Joseph Plume
Oliver Wealth Management · Towson, Maryland
Joseph Plume is a fee-only financial advisor at Oliver Wealth Management in Towson, Maryland. Joseph charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Oliver Wealth Management |
|---|---|
| Based in | Towson, Maryland |
| Fee model | Ongoing planning fee |
| Assets under management | $340.4M across 1,390 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 6826151 |
| Exams passed | Series 66 (2017) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | oliverwealth.com |
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Questions about Joseph
Is Joseph Plume a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Oliver Wealth Management 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 charges an ongoing planning fee.
Where is Joseph Plume based?
Joseph Plume is based in Towson, Maryland.
What does Joseph specialize in?
Joseph's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and founders (pre-exit). Joseph works with retirees and pre-retirees.
Is Joseph Plume registered with the SEC?
Yes. Joseph Plume is registered as an investment adviser representative in MD and TX (CRD 6826151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Oliver Wealth Management manage?
Oliver Wealth Management reports $340.4M across 1,390 accounts in assets under management.
How do I contact Joseph Plume?
Through Joseph's website, oliverwealth.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
- Oliver Wealth Management 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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