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Advisors / Virginia / McLean
23yrs

Brian Talbott

Full name on record: Brian Christopher Talbott

Financial advisor at Olio Financial Planning

Brian Talbott is a financial advisor in McLean, Virginia, with 23 years in the industry. Brian joined Olio Financial Planning in 2022, after seven years at Vanguard Advisers. Brian holds the CFP® designation.

One of 671 advisors with offices in McLean.

McLean, VA 22102CFP®Top advisor by experience at Olio Financial Planning
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At a glance

Experience23 years (since 2003)
How that compares ?Top advisor by experience at Olio Financial Planning
Office1751 Pinnacle Drive Suite 600, McLean, VA 22102
How the firm is paid ?Hourly, Flat fee
Typical client at the firm ?$1.59 million
Advisors at the firm11
States licensed ?1 state

Services through Olio Financial Planning

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2022 – now
  2. 2014 – 2021
  3. 2007 – 2010

Contact Brian

(703) 459-9299Olio Financial Planning main office 1751 Pinnacle Drive Suite 600
McLean, VA 22102Office · Get directions LinkedIn pageOlio Financial Planning

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Questions to ask Brian

Tailored to Brian’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Brian

How do I contact Brian?

Call Olio Financial Planning at (703) 459-9299 and ask for Brian Talbott. Brian works from the McLean, VA office.

How long has Brian been a financial advisor?

Brian has been in the industry since 2003, about 23 years. Top advisor by experience at Olio Financial Planning.

What licenses does Brian hold?

Series 63. Tap any license on this page to see what it allows.

Is Brian a fiduciary?

Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Brian paid?

Olio Financial Planning reports being paid by hourly fees, flat or fixed fees. Ask Brian 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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