# Olivia Kriscunas

> Olivia Kriscunas is a fee-only financial advisor at Paratus Financial in Dallas, Texas, who holds the CFA credential. Olivia focuses on tax planning, estate & legacy planning and retirement planning. Paratus Financial reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/olivia-kriscunas/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paratus Financial
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $757.4M across 703 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Pension planning, Equity compensation
- **CRD:** 8262821 (https://adviserinfo.sec.gov/individual/summary/8262821)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.paratusfinancial.com

## Frequently asked questions

### Is Olivia Kriscunas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Olivia holds no broker registration, and Paratus Financial 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, Paratus Financial, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Olivia Kriscunas based?

Olivia Kriscunas is based in Dallas, Texas.

### What does Olivia specialize in?

Olivia's specialties include tax planning, estate & legacy planning, retirement planning, pension planning and equity compensation.

### What credentials does Olivia Kriscunas hold?

Olivia Kriscunas holds the CFA credential.

### Is Olivia Kriscunas registered with the SEC?

Yes. Olivia Kriscunas is registered as an investment adviser representative in TX (CRD 8262821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paratus Financial manage?

Paratus Financial reports $757.4M across 703 accounts in assets under management.

### How do I contact Olivia Kriscunas?

Through Olivia's website, www.paratusfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8262821): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.paratusfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.