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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-24-2011
- Office Locations
- 1
Office Locations
About Olson Economics, LLC
Olson Economics, LLC is a Keene, NH-based, owner-led advisory focused on retail clients, providing goal-based financial planning across insurance, retirement, estate planning, and wealth preservation. Investment implementation centers on publicly traded funds, including mutual funds, index strategies and ETFs, with accounts custodied primarily at Schwab and Fidelity.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 28 clients, or 28 clients per representative. That equates to $914.8K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 18, 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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The full Olson Economics, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANTHONY L OLSON
Agent, MANAGING PRINCIPAL
- CRD
- #5890713
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,613,669 | -- |
| Total | $25,613,669 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Olson Economics, 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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