Sarah Racek
OLIO Financial Planning · Blacksburg, Virginia
Sarah Racek is a fee-only financial advisor at OLIO Financial Planning in Blacksburg, Virginia, who holds the CFP credential. Sarah 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7800954 |
| Exams passed | Series 65 (2023) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.meetolio.com |
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Questions about Sarah
Is Sarah Racek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah 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 Sarah charge for financial advice?
Sarah charges an ongoing planning fee.
Does Sarah work with clients virtually?
Yes. OLIO Financial Planning says on its website that it works with clients remotely.
Where is Sarah Racek based?
Sarah Racek is based in Blacksburg, Virginia.
What does Sarah specialize in?
Sarah's specialties include tax planning, estate & legacy planning and retirement planning. Sarah works with early-career professionals, retirees and executives.
What credentials does Sarah Racek hold?
Sarah Racek holds the CFP credential.
Is Sarah Racek registered with the SEC?
Yes. Sarah Racek is registered as an investment adviser representative in VA (CRD 7800954), 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 Sarah Racek?
Through Sarah'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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