Grant Olson
Ronald Olson, Inc. · Lehi, Utah
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.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
Facts
| Firm | Ronald Olson, Inc. |
|---|---|
| Based in | Lehi, Utah |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $97M across 604 accounts |
| Credentials | CFP · MBA |
| Firm size | 2 employees |
| Website | roionweb.com |
| Profile |
How Grant's firm compares
- Ronald Olson, Inc.'s average account is about $161,000, from its Form ADV (assets managed divided by 604 accounts).
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Questions about Grant
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Ronald Olson, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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