Olson Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,978,274
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
40
5% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$274,457
About
Olson Wealth Management provides ongoing portfolio management, financial planning, and periodic educational seminars and workshops to individuals, high‑net‑worth clients, and corporations or business entities. The firm typically implements portfolios using exchange‑traded funds and may use other securities to help diversify client accounts.
The adviser documents client goals, tax considerations, and risk tolerance in an Investment Policy Statement and generally seeks discretionary authority to implement those plans, with monthly internal reviews and quarterly custodian reporting to clients. Investment methods include charting, fundamental and technical analysis, quantitative techniques, and modern portfolio theory, and the firm follows a long‑term trading approach.
Noteworthy differences from many peers include serving corporate/business clients and offering free client seminars twice a year, and the firm’s owner is a licensed insurance agent who may offer commissionable insurance products (a disclosed potential conflict of interest). With roughly 40 client relationships and about $17.7 million in assets under management, the practice is relatively small and concentrated and requires custody through Schwab Institutional or Principal.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Passive / index investing
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $100,000,000: 0.80%
$150 per hour
Main office location
Olson Wealth Management
468 S. Seguin Ave., Ste. 400 B
New Braunfels TX 78130, United States
Number of offices
1
Most active in
Olson Wealth Management has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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