Philip Olson, CFP® The Art of Finance, LLC

Contact this advisor

About Philip Olson, CFP®

Philip and Julia Olson created The Art of Finance in 2015 to provide something special: clear, empathetic financial coaching and planning that’s actually effective.

There are a few things that make us unique that are probably important for you to know upfront:

  1. We’re a fee-only fiduciary firm. We don’t make commissions or peddle any financial products. We want to offer objective guidance, not make more money off the way you choose to enact our advice.
  2. While our team can nerd out on numbers with the best of them, we’re all artists at heart. So, while there are foundational truths when it comes to financial wisdom, we don’t come at this with super hard rules that you need to adhere to. Each person is unique and there is space to honor that within our program structures.
  3. We’re redefining what “success” means. It’s not just about more, it’s also about better. We want to help you be better with money so that you can get out in the world and do more of what you’re truly called to do. Too many people allow fear and stress about this stuff keeps them from being the best versions of themselves. It doesn’t have to be that way.
  4. We don’t wear suits. Or heels. Unless we’re feelin’ fancy.

Contact this advisor

Ideal Clients

  • Artists & Creatives
  • Business Owners
  • Gen Y/Millennials
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • AUM: 0.85%

SEC Records

States Registered

  • Texas

Loading...