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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-15-2016
- Office Locations
- 3
Office Locations
About Olsen Family Financial, LLC
Olsen Family Financial, LLC is an independent, fee-only fiduciary RIA providing comprehensive financial planning, ongoing advice, and investment management for young professionals and families. The team has niche experience with small business owners, real estate investors, pilots, and military veterans, serving clients virtually nationwide from offices in VA, GA, and FL. Portfolios are primarily ETF-based and custody is supported through providers such as Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 55 clients, or 18.3 clients per representative. That equates to $254.5K in reported AUM per client.
The profile lists 3 reported office locations and 10 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Eric Scott Olsen
Chief Compliance Officer, Financial Planner, LEAD FINANCIAL PLANNER, Owner, PRINCIPAL
- CRD
- #6604883
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael Joseph Noce
--
- CRD
- #7889105
Jay Bryant Page
Advisor
- CRD
- #7285795
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Olsen Family Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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