Olio Financial Planning

Who works here

• AA
  Amanda Kathryn Ansell
• AM
  Amy Elizabeth Moore
• AM
  Andrew Joseph Miller
• BB
  Brae Adele Beggs
• JL
  John August Lienert
• KR
  Kelly Elisabeth Ryan
• MH
  Michael Kevin Hughes
• RP
  Rachel Renee Potters
• RL
  Rebecca Ellen Lees
• SR
  Sarah Boyle Racek
• SW
  Spencer Thomas Werres

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Olio Financial Planning

Legal name: Olio Financial Planning, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

282355