O
$27.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
0 Employees
33 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- OakFoundation
- Established Date
- 08-01-2008
- Office Locations
- 1
Office Locations
-- Forest Hills NY
About Olson TAX & Financial Planning
Olson Tax & Financial Planning is a Forest Hills, NY fee-only fiduciary practice led by Dan Olson, combining goal-based financial planning with objective, fact-based analysis and practical written implementation. The firm pairs sound investment management with efficient tax planning for retail clients seeking integrated guidance and accountability from plan to execution.
Team overview
64 AVG AGE
-- AVG AUM / ADVISOR
$836.4K AVG AUM / CLIENT
11.2 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Focus Vector pathway Unison
Custodian
Bridge vertex Matrix
Investment Themes
Horizon north Catalyst quantum
Investment Vehicles
Fusion ember
Services
Foundation Focus North Insight Meridian timber Ember
Technology
Signal vector Zenith
Owner & Executives
DANIEL DWAIN OLSON
Advisor, PRINCIPAL
- CRD
- #1353012
- Ownership
- 75% or more
(719) 832-8531
harbor.peak@summitcapital.com
in linkedin.com/in/vital-pioneer
B
BONNIE PAT OLSON
--
- CRD
- --
- Ownership
- 10% but less than 25%
(910) 604-1293
timber.radial@glaciercapital.com
in linkedin.com/in/bridge-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,600,000 | -- |
| Total | $27,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,600,000
Public Funds:
24.7% U.S. Government/Agency:
24.6% Equity - Exchange:
50.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,097,139,016 | 24.7% |
| U.S. Government/Agency | $1,092,697,158 | 24.6% |
| Equity - Exchange | $2,252,022,191 | 50.7% |
| Total | $4,441,858,365 | 100.0% |