Spencer Werres
OLIO Financial Planning · Mclean, Virginia
Spencer Werres is a fee-only financial advisor at OLIO Financial Planning in Mclean, Virginia, who holds the CFP credential. Spencer 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 | Mclean, 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 TX, VA · CRD 6943071 |
| Exams passed | Series 65 (2019) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.meetolio.com |
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Questions about Spencer
Is Spencer Werres a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Spencer 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 Spencer charge for financial advice?
Spencer charges an ongoing planning fee.
Does Spencer work with clients virtually?
Yes. OLIO Financial Planning says on its website that it works with clients remotely.
Where is Spencer Werres based?
Spencer Werres is based in Mclean, Virginia.
What does Spencer specialize in?
Spencer's specialties include tax planning, estate & legacy planning and retirement planning. Spencer works with early-career professionals, retirees and executives.
What credentials does Spencer Werres hold?
Spencer Werres holds the CFP credential.
Is Spencer Werres registered with the SEC?
Yes. Spencer Werres is registered as an investment adviser representative in TX and VA (CRD 6943071), 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 Spencer Werres?
Through Spencer'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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