OLIO Financial Planning was founded with a rebellious and stubborn objective: to provide financial planning to all using a revolutionary fee structure. One that's easily explained and simple to understand. To transform, instigate, rally, and delight.
Our motives require a very simple explanation. The industry is dominated by firms offering complicated fee structures based on transactions or how much money they're managing. Often times leaving clients in the dark about how much they're actually paying.
By circumventing the traditional mindset of the industry and leveraging technology, we’re able to offer extraordinary service at a fraction of the price—while at the same time spending more time with our clients, since that’s what we enjoying doing most.