Rebecca Lees
OLIO Financial Planning · Crozet, Virginia
Rebecca Lees is a fee-only financial advisor at OLIO Financial Planning in Crozet, Virginia, who holds the CFP credential. Rebecca 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 | Crozet, Virginia |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $600.5M across 1,640 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7979417 |
| Exams passed | Series 65 (2024) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.meetolio.com |
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Questions about Rebecca
Is Rebecca Lees a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca 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 Rebecca charge for financial advice?
Rebecca charges an ongoing planning fee.
Does Rebecca work with clients virtually?
Yes. OLIO Financial Planning says on its website that it works with clients remotely.
Where is Rebecca Lees based?
Rebecca Lees is based in Crozet, Virginia.
What does Rebecca specialize in?
Rebecca's specialties include tax planning, estate & legacy planning and retirement planning. Rebecca works with early-career professionals, retirees and executives.
What credentials does Rebecca Lees hold?
Rebecca Lees holds the CFP credential.
Is Rebecca Lees registered with the SEC?
Yes. Rebecca Lees is registered as an investment adviser representative in VA (CRD 7979417), 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 Rebecca Lees?
Through Rebecca'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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