R.O.I.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$89,273,226
Clients
166
Advisors
3
across 2 offices
About
R.O.I. primarily serves individual clients and couples, managing roughly $97 million across about 160 client relationships and offering active investment management, comprehensive financial planning, active retirement planning, and ongoing client communications such as a monthly “Taking Care of You” newsletter. Clients with $50,000 or more in assets under management receive the full suite of services; smaller accounts receive core investment management and limited reporting.
The firm manages accounts on a discretionary basis using model allocations that range from Ultra Aggressive to Protective, a proprietary Best Funds List, tactical asset allocation, regular rebalancing, and tax‑aware loss harvesting. R.O.I. executes through Fidelity’s Investment Adviser Network and explicitly incorporates independent mutual fund rating software and external financial publications into its process for identifying top‑quartile funds for client portfolios.
Distinctive features include a family‑managed, committee delivery model in which multiple supervised persons participate in client work and meetings, and an emphasis on direct client access and communications. The ADV also documents client‑facing marketing elements — including referral credits, regular newsletters, use of client perspectives in marketing materials, and the firm’s reliance on third‑party ratings and research to support its Best Funds List — practices that are less common among similar small advisory teams.
Client services
Expertise
Demographic focus
Fee options
$0 - $250,000: 1.250% $250,001 - $500,000: 1.000% $500,001 - $750,000: 0.750% $750,001 - $1,000,000: 0.500% $1,000,001+: 0.250%
Account minimum: $50,000 Fee-only: Fees are based solely on percentage of assets under management; no commissions or other compensation accepted.
Main office
See office2901 W Bluegrass Blvd Suite 200 99
Lehi UT 84043
Advisors at this office
1
Offices (2)
Most active in
Texas · Utah
Also doing business as
R.O.I. · Ronald Olson, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Benjamin O
CFP®
Lindon, UT
R.O.I.
Benjamin Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I. since 2005, where he serves as one of two advisors at the firm. R.O.I. is a family-managed advisory firm based in Lindon, UT, serving individual clients and couples across a range of wealth levels. The firm offers active investment management and comprehensive financial planning, utilizing a proprietary Best Funds List updated monthly and a hands-on approach that includes individualized quarterly reporting and regular client communications.
Ronald O
Series 63
Lehi, UT
R.O.I.
Ronald Olson is a financial advisor at R.O.I. with 32 years of industry experience. He has been with Ronald Olson, Inc. since 1992. He holds a Series 63 designation. R.O.I. is a family-managed advisory firm serving individual clients and couples, including both high-net-worth and non-HNW households. The firm offers active investment management and comprehensive financial planning, utilizing a proprietary Best Funds List updated monthly and providing individualized quarterly reporting and regular client communications.
Joseph O
CFP®
Lindon, UT
R.O.I.
Joseph Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I., a family-managed advisory firm in Lindon, UT, since 2003. R.O.I. serves individual clients and couples, including both high-net-worth and non‑HNW households, offering active investment management, comprehensive financial planning, and retirement planning. The firm manages client accounts on a discretionary basis using Fidelity’s Investment Adviser Network, focusing on no-load mutual funds and ETFs selected through a proprietary Best Funds List updated monthly with independent mutual-fund ratings.
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