Amy Elizabeth Moore
Investment adviser representative at Olio Financial Planning
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$600.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Olio Financial PlanningFeb 2020 to now
- Edward JonesNov 2014 to Jan 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
Olio Financial Planning
Legal name: Olio Financial Planning, LLC
$600.5MAssets managed
387Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6416076
- Firm CRD
- 282355