OLIO FINANCIAL PLANNING, LLC
Legal name: OLIO FINANCIAL PLANNING
CRD #282355 SEC #801-111849 MCLEAN, VA 703.459.9299
SEC Registered
Total AUM
$491.9M
Discretionary
$475.4M
Employees
13
Clients
251
Accounts
1,586
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MILLER, ANDREW, JOSEPH | I | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (16)
CO DC FL KS LA MD NC NH NY OH OR PA SC TN TX VA
Address
1751 PINNACLE DRIVESUITE 600
MCLEAN, VA 22102-4007
United States
Phone: 703.459.9299