First Command Advisory Services
45yrs
Top advisor by experience at First Command Advisory Services
39yrs
Based in Lady Lake, Florida, Alan Olson is a fiduciary financial advisor with 39 years of industry experience. Alan joined Royal Fund Management in 2014, after six years at Wealth Creation Advisors. Royal Fund Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 64 advisors with offices in Lady Lake, and one of 58 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience in Florida
Office1515 Buenos Aires Blvd, Lady Lake, FL 32159
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$310,894
Advisors at the firm83
States licensed ?1 state
Services through Royal Fund Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowRoyal Fund Management, LLCCurrent firm
- 2008 – 2014Wealth Creation Advisors, Inc.Previously
Questions to ask Alan
Tailored to Alan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alan
How do I contact Alan?
Call Royal Fund Management at 352-750-1637 and ask for Alan Olson. Alan works from the Lady Lake, FL office.
How long has Alan been a financial advisor?
Alan has been in the industry since 1987, about 39 years. Top 5% by experience in Florida.
What licenses does Alan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Royal Fund Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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