RIA Intel›Advisers›New York›OLSON TAX & FINANCIAL PLANNING, LLC

OLSON TAX & FINANCIAL PLANNING, LLC

Advisory

NY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in NY

#4,838

of 5,722 advisers by AUM

Average account

$3M

across 8 accounts

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$28M

Discretionary AUM$0

Non-Discretionary AUM$28M

Discretionary %0%

Total Clients8

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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