DBA Olson Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. It offers a structured planning process that produces a written “Strategic Game Plan” and “Strategic Implementation Plan,” and it also refers clients to third‑party managed account programs when appropriate.
The firm describes a five‑step planning methodology (the “Financial Maxi‑Miser Process”) that is used to set goals, model outcomes, and implement solutions tailored to each client’s objectives and risk tolerance. As of December 31, 2025 it reported approximately $71.1 million in assets under management, with the large majority managed on a non‑discretionary basis (about $60.3 million non‑discretionary vs. $10.8 million discretionary), and account reviews are generally client‑ or event‑driven rather than on a fixed schedule.
What is distinctive about the firm is the mix of services and registrations disclosed in its brochure: it operates primarily as an adviser offering both flat‑fee planning and asset management while its supervised persons also serve as registered representatives of a broker‑dealer and licensed insurance agents, which the brochure states may involve commission‑based sales and insurance commissions. The brochure highlights these dual roles and related conflicts of interest, and the firm notes its typical practice of executing transactions through the affiliated broker‑dealer, opting out of wrap fee programs and not accepting proxy voting authority.
Client services
Expertise
Fee options
Flat fees for financial planning services up to $8,000 initial fee
1.00% annually
Commissions received from sale of insurance products and securities transactions when acting as registered representative
Minimum fee: Initial financial planning flat fee not to exceed $8,000, paid in advance; ongoing planning services paid annually, in arrears Fee-only: Flat fees for financial planning services (initial flat fee up to $8,000, ongoing annual fees)
Main office
701 Bombay Lane
Roswell GA 30076
Advisors at this office
1
Most active in
Georgia
Also doing business as
Dba Olson Associates · L.V.O. Advisory Inc. · Lvo Advisory Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)