Andrew Joseph Miller

CFP

Olio Financial Planning

15 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningDivorce PlanningInvestment Management

Olio Financial Planning

Compensation

Fixed/Hourly

Firm Size

10 advisors

Number of Clients

379 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$491.9M

Fee Structure

Location

1751 Pinnacle Drive, Suite 600, Mclean, VA, 22102-4007

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Olio Financial Planning

January 2016 - Present · 10 yrs 1 mo

Previous Registrations

D'orazio & Associates, INC.

March 2010 - December 2015 · 5 yrs 9 mos

State Registrations4 states

NCOHTXVA

Advisor

Exams

No exam information available for this advisor.