Olivia Kriscunas
Paratus Financial · Dallas, Texas
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.
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Specialties
Facts
| Firm | Paratus Financial |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $757.4M across 703 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 8262821 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.paratusfinancial.com |
How Olivia's firm compares
- Paratus Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 703 accounts).
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Questions about Olivia
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.
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
- Paratus Financial 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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