O
Olea Advisory Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Olea Advisory Services is an SEC-registered investment adviser that offers portfolio management for individual clients, financial planning, and consulting services to individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses; the firm currently reports no active advisors or clients. It provides portfolio management both directly and by participating in multiple custodial-sponsored programs made available through a national broker-dealer platform.
The firm’s investment process begins with a top-down macroeconomic analysis and employs strategic and tactical asset allocation as well as an unconstrained approach, with use of cash or hedging as defensive tools when appropriate. Olea also assists clients in selecting third‑party portfolio managers and in using model and robo-advisor programs offered through its broker-dealer partner, while financial planning and consulting engagements are generally delivered as written reports without ongoing discretionary authority.
Noteworthy aspects relative to peers include that the firm’s advisers (when active) operate as registered representatives of a broker-dealer and are licensed insurance agents, allowing the firm to offer brokerage and insurance products alongside advisory services, which the brochure discloses can create conflicts of interest. The firm also uses fixed hourly or flat fees for planning and consulting, receives referral and platform-related payments from third‑party managers, and does not report private fund advisory activity.
Client services
Financial planning
Portfolio management
Selection of other advisers
Consulting of individual needs and retirement plans
Consulting of individual needs and retirement plans
Expertise
General retirement planning
Wealth management
Fee options
Flat fee up to $15,000 for financial planning and consulting services.
up to 2.25% per year depending on the amount of assets under management and other factors
Commissions earned on sale of securities and insurance products recommended or purchased in advisory accounts; advisory fees waived on insurance products where commissions are earned.
Up to $500 per hour for financial planning and consulting services.
Account minimum: $10,000
Main office location
Olea Advisory Services
1250 S. Pine Island Road, Suite 225
Plantation FL 33324, United States
Number of offices
1
Most active in
Olea Advisory Services has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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