Olivia Grossman
AdviceOne · Glastonbury, Connecticut
Olivia Grossman is a fee-only financial advisor at AdviceOne in Glastonbury, Connecticut, who holds the CFP credential. Olivia focuses on retirement planning. AdviceOne reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | AdviceOne |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.05B across 4,781 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 5548510 |
| Exams passed | Series 66 (2013) |
| Firm size | 56 employees |
| Disclosures | None reported |
| Website | www.adviceoneretirement.com |
How Olivia's firm compares
- AdviceOne's average account is about $428,000, from its Form ADV (assets managed divided by 4,781 accounts).
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Questions about Olivia
Is Olivia Grossman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Olivia holds no broker registration, and AdviceOne reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Olivia charge for financial advice?
Olivia's firm, AdviceOne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Olivia Grossman based?
Olivia Grossman is based in Glastonbury, Connecticut.
What does Olivia specialize in?
Olivia's specialties include retirement planning. Olivia works with executives.
What credentials does Olivia Grossman hold?
Olivia Grossman holds the CFP credential.
Is Olivia Grossman registered with the SEC?
Yes. Olivia Grossman is registered as an investment adviser representative in CT (CRD 5548510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AdviceOne manage?
AdviceOne reports $2.05B across 4,781 accounts in assets under management.
How do I contact Olivia Grossman?
Through Olivia's website, www.adviceoneretirement.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
- AdviceOne 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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