Olivia Fox Partin
Investment adviser representative at Diesslin Group, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$696.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Diesslin Group, Inc.Aug 2021 to now
- Cumbie Advisory Services, Inc.Sep 2014 to Aug 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Diesslin Group, Inc.
$696.3MAssets managed
286Clients
6Advisers
38 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
- 7800585
- Firm CRD
- 110557