UBS Financial Services
47yrs
Top advisor by experience in Phoenix
15yrs
Anthony Olson is a fiduciary financial advisor in Phoenix, Arizona, with 15 years in the industry. After five years at Strategy Financial Group and two years at Horter Investment Management, Anthony joined Bonsai Financial in 2018, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets and hourly fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 55% of advisors in Phoenix
OfficePhoenix, AZ
FirmBonsai Financial
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$110,482
Advisors at the firm2
States licensed ?1 state
Services through Bonsai Financial
Investment 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowBonsai FinancialCurrent firm
- 2013 – 2018Strategy Financial GroupPreviously
- Jul 2011 – Apr 2013Horter Investment Management, LLCPreviously
Contact Anthony
(602) 343-9309Bonsai Financial main office Phoenix, AZOffice · Get directions Firm websitebonsaifinancial.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Anthony
How do I contact Anthony?
Call Bonsai Financial at (602) 343-9309 and ask for Anthony Olson. Anthony works from the Phoenix, AZ office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2011, about 15 years. More experience than 55% of advisors in Phoenix.
What licenses does Anthony hold?
Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Bonsai Financial reports being paid by a percentage of the assets they manage, hourly fees. Ask Anthony 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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