Joseph Olson
R.O.I. · Lindon, Utah
Joseph Olson is a fee-only financial advisor at R.O.I. in Lindon, Utah, who holds the CFP credential. R.O.I. reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | R.O.I. |
|---|---|
| Based in | Lindon, Utah |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $97M across 604 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 5507719 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.roionweb.com |
How Joseph's firm compares
- R.O.I.'s average account is about $161,000, from its Form ADV (assets managed divided by 604 accounts).
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Questions about Joseph
Is Joseph Olson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and R.O.I. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, R.O.I., reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Olson based?
Joseph Olson is based in Lindon, Utah.
What credentials does Joseph Olson hold?
Joseph Olson holds the CFP credential.
Is Joseph Olson registered with the SEC?
Yes. Joseph Olson is registered as an investment adviser representative in UT (CRD 5507719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R.O.I. manage?
R.O.I. reports $97M across 604 accounts in assets under management.
How do I contact Joseph Olson?
Through Joseph's website, www.roionweb.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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