Spencer Thomas Werres
Investment adviser representative at Olio Financial Planning
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Silver Creek OrchardsMar 2026 to now
- Olio Financial PlanningJun 2019 to now
- Edward JonesJun 2018 to Aug 2018
- Virginia TechAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 6943071
- Firm CRD
- 282355