Rachel Potters
OLIO Financial Planning · Blacksburg, Virginia
Rachel Potters is a fee-only financial advisor at OLIO Financial Planning in Blacksburg, Virginia. Rachel charges an ongoing planning fee and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Early-career professionals
- Retirees
- Executives
Facts
| Firm | OLIO Financial Planning |
|---|---|
| Based in | Blacksburg, Virginia |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $600.5M across 1,640 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7477043 |
| Exams passed | Series 65 (2021) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.meetolio.com |
Request an introduction to Rachel
Tell Rachel a little about what you're looking for. Rachel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Rachel
Is Rachel Potters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rachel holds no broker registration, and OLIO Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rachel charge for financial advice?
Rachel charges an ongoing planning fee.
Does Rachel work with clients virtually?
Yes. OLIO Financial Planning says on its website that it works with clients remotely.
Where is Rachel Potters based?
Rachel Potters is based in Blacksburg, Virginia.
What does Rachel specialize in?
Rachel's specialties include tax planning, estate & legacy planning and retirement planning. Rachel works with early-career professionals, retirees and executives.
Is Rachel Potters registered with the SEC?
Yes. Rachel Potters is registered as an investment adviser representative in VA (CRD 7477043), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OLIO Financial Planning manage?
OLIO Financial Planning reports $600.5M across 1,640 accounts in assets under management.
How do I contact Rachel Potters?
Through Rachel's website, www.meetolio.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
- OLIO Financial Planning 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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