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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
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Owner & Executives
DANIEL DWAIN OLSON
Advisor, PRINCIPAL
- CRD
- #1353012
- Ownership
- 75% or more
BONNIE PAT OLSON
--
- CRD
- --
- Ownership
- 10% but less than 25%
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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
SMA allocation detail is available
Olson TAX & Financial Planning 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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