# OLIO FINANCIAL PLANNING, LLC

OLIO FINANCIAL PLANNING, LLC of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 282355
- Type: SEC-registered investment adviser
- SEC file number: 801-111849
- Location: 1751 PINNACLE DRIVE, SUITE 600, MCLEAN, VA, 22102-4007
- Phone: 703.459.9299
- Latest filing: 2026-03-04
- Regulatory AUM: $600.5M
- Discretionary AUM: $587.4M
- Non-discretionary AUM: $13.1M
- Clients: 14
- Accounts: 1,640

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Miller Joseph | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | Juniper, FL |
| Andrew Joseph Miller | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282355/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282355/similar
- Related entities: https://search.stillhousedata.com/firm/282355/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282355

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.