Olsen Family Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Olsen Family Financial serves individuals, families, and trusts — including both high‑net‑worth and non‑HNW households — and lists specialties such as small business owners, real‑estate investors, military service members, pilots, and medical professionals. The firm offers comprehensive financial planning, discretionary investment management, and financial coaching, managing about $14 million across 46 client relationships through a three‑advisor team and providing both bundled planning/IMS and stand‑alone services.
The firm’s investment approach emphasizes strategic asset allocation implemented with low‑cost index funds and ETFs, documented Investment Policy Statements, and periodic rebalancing, with tax considerations incorporated into security selection. OlsenFF typically manages taxable and retirement accounts through third‑party custodians on a discretionary basis and incorporates employer retirement plans and rental real estate into clients’ broader financial plans.
Compared with peers of similar size, the firm discloses a small number of atypical institutional relationships — including banking/thrift, insurance, state or municipal government, other adviser, and sovereign‑wealth‑type accounts — and offers public educational seminars plus a G2 Pathfinder program for adult children of clients, which is uncommon for a small advisory practice. The advisory team’s continued military service and advanced professional credentials (PhD, CFP, ChFC, MBA) are referenced in the firm’s disclosures and help explain its emphasis on education and client coaching.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive Financial Plan - $2,500; G2 Pathfinder Program - $200 per year; Seminars - $0 to $1,000 per event or $0 to $50 per participant
0.40% annually
$200 per hour
Ongoing Financial Planning Platinum Plan - $5,040/year ($420/month); Silver Plan - $4,200/year; G2 Pathfinder Program - $200/year
Fee-only: Fees charged as described are fee-only; no commissions received
Main office
See officeOakton VA
Advisors at this office
1
Offices (3)
Most active in
Colorado · Florida · Georgia · Ohio · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not 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.
-
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
Advisors at this firm
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")