RO
CFP
RO
CFP

Ryan Thomas Oliver

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
498 clients
Average Client Portfolio
$457K average
Assets Under Management
$227.6M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

20135 Lakeview Center Plaza, #110, Ashburn, VA, 20147

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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.

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Other Business Activities

Ryan is a notary in Virginia, a non-investment related activity. He spends minimal time on this activity.

Employment History
Current Registrations
Abich Financial Wealth Management, LLC
April 2025 - Present · 10 mos
Previous Registrations
Cassaday & Company, INC.
January 2022 - February 2025 · 3 yrs 1 mo
Cassaday & CO INC
December 2021 - January 2022 · 1 mo
Osaic Wealth, INC.Broker
November 2021 - February 2025 · 3 yrs 3 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.