A complete list of active advisors currently associated with Olivehurst Advisors LLC
Warmer can help you find a great advisor at Olivehurst Advisors LLC or one who fits your needs even better.
Olivehurst Advisors LLC is a fee-only registered investment adviser that provides discretionary investment management and both personal and business financial planning to individuals, high‑net‑worth clients, and business entities. Services are offered either as project-based engagements or as ongoing planning relationships alongside portfolio management. The firm builds portfolios using a mix of passive and active strategies informed by modern portfolio theory, setting asset-allocation targets and adjusting investments based on client objectives, risk tolerance, and tax considerations. Financial planning emphasizes integration between personal and business finances for owners and executives, with modular business planning services that cover items such as succession, cash‑flow analysis, retirement plan design, entity structure, and key performance indicator tracking. Distinctive features include a very small client base and no reported assets under management as of the latest filing, and a recent founding as a single‑advisor practice where the principal also devotes a substantial portion of time to an external CFO/consulting business. The firm’s principal holds multiple professional credentials (CFA, CFP, CMA, and a tax‑planning designation), the adviser operates on a fee‑only basis without commissionable product sales, and the firm may tailor planning arrangements — including waivers of ongoing planning fees after clients establish managed assets — on a case‑by‑case basis.
To learn more about the advisors currently working at Olivehurst Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Roseville, CA
| 2
|
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