Amanda Kathryn Ansell
Investment adviser representative at Olio Financial Planning
4 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
4 years in the industry.
- Olio Financial PlanningOct 2018 to now
- Verus Financial PartnersJun 2018 to Oct 2018
- Cornerstone Wealth AdvisorsJun 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6976437
- Firm CRD
- 282355