OLSON TAX & FINANCIAL PLANNING

OLSON TAX & FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 147799). Regulatory assets under management: $27.6M.

Registration

• CRD: 147799
• Type: Registered investment adviser
• Phone: 718-551-8244
• Latest filing: 2026-03-27
• Regulatory AUM: $27.6M
• Non-discretionary AUM: $27.6M
• Accounts: 8

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147799 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search