Olson Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,978,274
Clients
40
Advisors
1
of 1 employees
About
Olson Wealth Management provides ongoing portfolio management, financial planning, and periodic educational seminars and workshops to individuals, high‑net‑worth clients, and corporations or business entities. The firm typically implements portfolios using exchange‑traded funds and may use other securities to help diversify client accounts.
The adviser documents client goals, tax considerations, and risk tolerance in an Investment Policy Statement and generally seeks discretionary authority to implement those plans, with monthly internal reviews and quarterly custodian reporting to clients. Investment methods include charting, fundamental and technical analysis, quantitative techniques, and modern portfolio theory, and the firm follows a long‑term trading approach.
Noteworthy differences from many peers include serving corporate/business clients and offering free client seminars twice a year, and the firm’s owner is a licensed insurance agent who may offer commissionable insurance products (a disclosed potential conflict of interest). With roughly 40 client relationships and about $17.7 million in assets under management, the practice is relatively small and concentrated and requires custody through Schwab Institutional or Principal.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $100,000,000: 0.80%
$150 per hour
Main office
468 S. Seguin Ave., Ste. 400 B
New Braunfels TX 78130
Advisors at this office
1
Most active in
Minnesota · Texas
Also doing business as
Ofsg, LLC · Olson Wealth Management
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
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”)