Mark Olsen
TSN Wealth & Tax Management · Zionsville, Indiana
Mark Olsen is a fee-only financial advisor at TSN Wealth & Tax Management in Zionsville, Indiana, who holds the CFP credential. Mark focuses on retirement planning, tax planning and estate & legacy planning. TSN Wealth & Tax Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | TSN Wealth & Tax Management |
|---|---|
| Based in | Zionsville, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $287.0M across 2,118 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 6787613 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.tsnadvisors.com |
How Mark's firm compares
- TSN Wealth & Tax Management's average account is about $136,000, from its Form ADV (assets managed divided by 2,118 accounts).
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Questions about Mark
Is Mark Olsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and TSN Wealth & Tax Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, TSN Wealth & Tax Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Olsen based?
Mark Olsen is based in Zionsville, Indiana.
What does Mark specialize in?
Mark's specialties include retirement planning, tax planning, estate & legacy planning and sustainable & impact investing.
What credentials does Mark Olsen hold?
Mark Olsen holds the CFP credential.
Is Mark Olsen registered with the SEC?
Yes. Mark Olsen is registered as an investment adviser representative in IN (CRD 6787613), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TSN Wealth & Tax Management manage?
TSN Wealth & Tax Management reports $287.0M across 2,118 accounts in assets under management.
How do I contact Mark Olsen?
Through Mark's website, www.tsnadvisors.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
- TSN Wealth & Tax 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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