# Grant Olson

> Grant Olson is a fee-only financial advisor at Ronald Olson, Inc. in Lehi, Utah, who holds the CFP and MBA credentials. Grant charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/grant-olson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ronald Olson, Inc.
- **Based in:** Lehi, Utah
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $97M across 604 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Equity compensation, Family wealth transfer
- **Works with:** Pre-retirees, Multi-generational families
- **Firm size:** 2 employees
- **Website:** http://roionweb.com

## Frequently asked questions

### Is Grant Olson a fee-only financial advisor?

Yes. Grant Olson is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Grant charge for financial advice?

Grant charges a percentage of assets.

### Where is Grant Olson based?

Grant Olson is based in Lehi, Utah.

### What does Grant specialize in?

Grant's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, equity compensation and family wealth transfer. Grant works with pre-retirees and multi-generational families.

### What credentials does Grant Olson hold?

Grant Olson holds the CFP and MBA credentials.

### How much does Ronald Olson, Inc. manage?

Ronald Olson, Inc. reports $97M across 604 accounts in assets under management.

### How do I contact Grant Olson?

Through Grant's website, roionweb.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5900): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.roionweb.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.