Firm
Olson Economics
Keene, New Hampshire
Fee-only
Olson Economics at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 21 individual clients, 6 of them high net worth.
- Its average account is about $407,000 (assets it manages divided by its 63 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Keene, New Hampshire |
|---|---|
| Website | olsoneconomics.com |
| Phone | (603) 358-6411 |
Olson Economics fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Flat fee · One-time plans or projects |
In the firm's words
"$0-$1,000,000 - 1.00%" source
"Hourly Fee $250" source
"Fixed Fee $1500 - $2500" 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 | $26 million |
| Individual clients | 15 |
| High-net-worth clients | 6 |
| Accounts managed | 63 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 156609 |