Olimpio Neu & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$58,819,789
Clients
64
Advisors
2
of 3 employees
About
The firm provides discretionary and non‑discretionary investment management, non‑managed advisory services, and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, non‑profits, and business entities. It manages approximately $77 million across a modest client base and develops individualized investment policies through client discussions.
Its investment approach is grounded in asset allocation, diversification, patience, discipline, and tax‑efficiency, and it uses both fundamental and technical analysis to implement portfolios. The firm implements strategies across equities, fixed income, mutual funds, ETFs and annuities, may recommend third‑party managers, and discloses use of derivatives and leverage where appropriate.
Noteworthy for a firm of its size, it is affiliated with an accounting/consulting practice and one of the firm’s principals is a licensed CPA, which informs the firm’s emphasis on tax and estate planning in financial analyses. The firm also sponsors a private investment partnership that is not offered to current advisory clients—an arrangement and an accounting affiliation that are relatively uncommon among peers and that the brochure discloses as potential conflicts to be managed.
Client services
Expertise
Fee options
One-time account setup and portfolio evaluation fee of $750, negotiable
$0 - $300,000: 1.25% $300,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Up to $300 per hour, negotiable based on scope and complexity
Account minimum: $250,000
Main office
6160 Warren Parkway, Suite 100
Frisco TX 75034
Advisors at this office
2
Most active in
Tennessee · Texas
Also doing business as
Olimpio Financial Advisory, Inc. · Olimpio Neu & Associates, 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:
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.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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
Advisors at this firm
Brian N
CFP®, Series 63
Frisco, TX
Olimpio Neu & Associates, Inc.
Brian Neu is a CFP® with 27 years of industry experience. He has been with Olimpio Neu & Associates, Inc. since 1998. The firm provides investment management, advisory services, and financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, non-profits, and business entities. Olimpio Neu & Associates manages approximately $77 million, focusing on asset allocation, diversification, and tax efficiency, and is affiliated with an accounting and consulting practice that supports its emphasis on tax and estate planning.
Salvatore O
Series 63
Frisco, TX
Olimpio Neu & Associates, Inc.
Salvatore Olimpio is a financial advisor with Olimpio Neu & Associates, Inc. in Frisco, TX, holding a Series 63 designation and 28 years of industry experience. He has been associated with Olimpio Neu & Associates since 1998 and owns Olimpio Financial Group, a financial consulting firm based in Dallas, TX. In addition to advising, he provides insurance and accounting services as a sole proprietor and serves as president and managing member of related financial partnerships. Olimpio Neu & Associates provides discretionary and non-discretionary investment management, advisory services, and financial planning to individuals, pension plans, trusts, non-profits, and business entities. The firm manages approximately $77 million and emphasizes asset allocation, diversification, and tax efficiency, drawing on both fundamental and technical analysis in portfolio construction.
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