Amanda
Ansell
Olio Financial Planning
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About this Advisor
Amanda Ansell is a certified financial planner operating out of Blacksburg, Virginia with 5 years of industry experience. Ansell is an advisor for Olio Financial Planning. Ansell has gained experience at Verus Financial Partners, Cornerstone Wealth Advisors, Virginia Polytechnic Institute And State University and Olio Financial Planning. Ansell is registered to advise clients in North Carolina, Ohio, Texas and Virginia. Olio Financial Planning is an advisory company headquartered in Mc Lean, VA. The investment advisory business has a total of 15 advisors. It administers $321 million in assets across its 1,253 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,253 accounts, 28% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on the services. Fee types billed by Olio Financial Planning can be comprised of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Olio Financial Planning Brokerage Details
$321,447,278
15
1,253
$256,542
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Amanda Ansell Work History
Amanda has been registered as a financial advisor for 5 years.*
Olio Financial Planning
Verus Financial Partners
Cornerstone Wealth Advisors
Virginia Polytechnic Institute And State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amanda Ansell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Olio Financial Planning
Blacksburg, VA
Mc Lean, VA
Mc Lean, VA
Blacksburg, VA
Mc Lean, VA
Mc Lean, VA
Blacksburg, VA
Blacksburg, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
