OLIO FINANCIAL PLANNING

Legal name: OLIO FINANCIAL PLANNING, LLC

CRD 282355File 801-111849

APPROVED

Retail clients

Custody

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$600.5M

Above cohort median (national)

Discretionary AUM

$587.4M

Non-discretionary $13.1M

Clients

387

1,640 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Oct 13, 2017
Principal office: 1751 PINNACLE DRIVE, SUITE 600, MCLEAN, VA, 22102-4007
Phone: 703.459.9299
Website: https://www.linkedin.com/company/meetolio/about/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $600.5M
Discretionary AUM: $587.4M
Non-discretionary AUM: $13.1M
Discretionary accounts: 1,614
Non-discretionary accounts: 26
Total accounts: 1,640
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$2.0M
Charitable organizations	Fewer than 5	$2.9M
High net worth individuals	153	$471.6M
Pension and profit sharing plans	9	$10.9M
Individuals (other than high net worth individuals)	215	$113.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.