Firm
Olsen Family Financial, LLC
Oakton, Virginia
Fee-only
Olsen Family Financial, LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 3 employees and 46 individual clients.
- Its average account is about $70,000 (assets it manages divided by its 199 accounts).
- Its ongoing planning fee starts at $4,200 a year, below the Virginia median of $4,992.
- Its hourly rate of $200 is below the Virginia median of $325.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Oakton, Virginia |
|---|---|
| Website | olsenfamilyfinancial.com |
| [email protected] | |
| Phone | (617) 315-8781 |
Olsen Family Financial, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| One-time plan | From $2,500 |
| Hourly | $200 an hour |
| Asset-based fee | 1.6% a year on the first tier of assets |
| How it charges | Flat fee · Hourly · Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"$350/month" source
"$2,500" source
"$200/hour" source
"The client is billed quarterly at 0.40% of Assets Under Management (AUM)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 46 |
| Accounts managed | 199 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 282627 |