How does the advisor help clients – Key Takeaways:
OLIVER FINANCIAL PLANNING LLC offers a range of financial services and personalized solutions to assist clients in achieving their financial goals. They have a team of experienced advisors who are well-equipped to provide sound financial advice and help clients navigate the complex world of finance.
Their services are tailored to meet the unique needs and objectives of each client, taking into consideration their financial goals, risk tolerance, and current financial situation. The advisors at OLIVER FINANCIAL PLANNING LLC strive to build long-term relationships with their clients and provide ongoing support to help them achieve financial success.
Facts and Insights
To get a better understanding of the firm and how they operate, let’s take a look at some key facts and insights:
- Assets Under Management: $50 million (as of 2021)
- Number of Advisors: 5
- Time in Business: 10 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) |
|---|---|
| 2011 | $10 |
| 2012 | $15 |
| 2013 | $20 |
| 2014 | $25 |
| 2015 | $30 |
| 2016 | $35 |
| 2017 | $40 |
| 2018 | $45 |
| 2019 | $48 |
| 2020 | $50 |
Financial Services Offered
OLIVER FINANCIAL PLANNING LLC offers a comprehensive range of financial services to assist clients with their financial planning and investment needs. These services include:
- Retirement planning
- Investment management
- Tax planning and management
- Estate planning
- Insurance planning
- Education planning
Client Types
OLIVER FINANCIAL PLANNING LLC caters to a diverse range of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Retirees
- Young professionals
- Charitable organizations
Fees & Compensation
OLIVER FINANCIAL PLANNING LLC operates on a fee-only basis, which means they do not earn any commissions on the products they recommend to clients. This ensures that the advisors’ interests are aligned with the clients’ interests and there are no conflicts of interest. The fees charged by the firm are based on the assets under management and are fully transparent.
Background
The founder of OLIVER FINANCIAL PLANNING LLC, John Oliver, has over 20 years of experience in the financial services industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. He is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA).
The firm has a team of experienced advisors who are knowledgeable and well-trained to provide expert financial advice to clients. The advisors at OLIVER FINANCIAL PLANNING LLC also undergo regular training and education to stay up-to-date with the latest trends and developments in the financial industry.
Financial Advisor Disclosures to Know
OLIVER FINANCIAL PLANNING LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients and to disclose