# Thomas Greb

> Thomas Greb is a fee-only financial advisor at Olivar & Greb Capital Management in Maitland, Florida. Thomas focuses on retirement planning and estate & legacy planning. Olivar & Greb Capital Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-greb/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Olivar & Greb Capital Management
- **Based in:** Maitland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $13.2M across 30 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 6727749 (https://adviserinfo.sec.gov/individual/summary/6727749)
- **SEC registration:** Investment adviser representative in FL, MA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.olivar-greb.com

## Frequently asked questions

### Is Thomas Greb a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Olivar & Greb Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas's firm, Olivar & Greb Capital Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Thomas Greb based?

Thomas Greb is based in Maitland, Florida.

### What does Thomas specialize in?

Thomas's specialties include retirement planning and estate & legacy planning.

### Is Thomas Greb registered with the SEC?

Yes. Thomas Greb is registered as an investment adviser representative in FL and MA (CRD 6727749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Olivar & Greb Capital Management manage?

Olivar & Greb Capital Management reports $13.2M across 30 accounts in assets under management.

### How do I contact Thomas Greb?

Through Thomas's website, www.olivar-greb.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6727749): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.olivar-greb.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.