Firm
Olson Consulting
Manchester, Connecticut
Fee-only
Olson Consulting at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 28 individual clients.
- Its average account is about $789,000 (assets it manages divided by its 28 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Manchester, Connecticut |
|---|---|
| Website | adviceresidency.com |
| Phone | (269) 876-0824 |
Olson Consulting fees
Olson Consulting doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Fixed fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 28 |
| Accounts managed | 28 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 300445 |