Rachel Potters is a registered investment advisor at Olio Financial Planning, based in Blacksburg, VA, with 4 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 387 clients with $600M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Broad-based or modular financial plan — Fees range from $1,500 to $50,000, or $100 to $250 per hour, depending on the complexity and time involved.
Location
301 South Main St., Suite 203, Blacksburg, VA, 24060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Olio Financial Planning
State Registrations1 state
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