Olson Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm primarily serves physicians and other individual clients, providing standalone financial planning sessions, ongoing planning engagements, and business-owner planning tailored to physician practice owners. It offers portfolio management for individuals alongside planning services and allows clients to accept or reject recommendations and to impose reasonable investment restrictions.
The firm’s investment approach emphasizes passive, diversified, balanced, buy-and-hold strategies, generally recommending index mutual funds and ETFs and incorporating tax-aware considerations. It operates on a fee-only basis and bills clients through flat or periodic fixed fees rather than a percentage-of-assets model, with discretionary management available and regular account reviews.
Noteworthy features include an educational website and podcast aimed at medical professionals; the brochure discloses that certain professionals pay to advertise on that platform, creating a potential conflict of interest. The firm also discloses a prior disciplinary event—a state securities department censure and monetary penalty related to suitability documentation—and emphasizes specialized services for physician practice owners (entity evaluation, compensation analysis, exit planning, tax planning, and incentive account design).
Client services
Expertise
Occupation focus
Fee options
Single Session Financial Plan: $4,000; Ongoing Planning Services: $12,000 - $15,000; Business Owner Planning Service: $18,000
Fee-only: Single Session Financial Plan: $4,000 flat fee; Ongoing Planning Services: $12,000 - $15,000 flat fee depending on complexity; Business Owner Planning Service: $18,000 flat fee
Main office
Manchester CT
Advisors at this office
1
Most active in
California · Connecticut · Michigan · Nevada · Texas
Also doing business as
Olson Consulting LLC · Olson Fp
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
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”)