Lance Johnson
ROI Financial Advisors · Beaverton, Oregon
Lance Johnson is a fee-only financial advisor at ROI Financial Advisors in Beaverton, Oregon. Lance charges a flat fee or retainer, hourly fees, a percentage of assets and a one-time planning fee (one-time plans from $600 and $250 an hour) and focuses on flat-fee planning, small business owners and estate & legacy planning.
Request an introduction to Lance →
Specialties
Facts
| Firm | ROI Financial Advisors |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model | Flat fee or retainer · Hourly · Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $600 · $250 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $264.2M across 1,518 accounts |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 2244093 |
| Exams passed | Series 63 (1993) · Series 66 (2003) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.roi-fa.com |
| Profile |
How Lance's firm compares
- A one-time plan starts at $600, below the Oregon median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- ROI Financial Advisors's average account is about $174,000, from its Form ADV (assets managed divided by 1,518 accounts).
Request an introduction to Lance
Tell Lance a little about what you're looking for. Lance isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lance
Is Lance Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and ROI Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance charges a flat fee or retainer, hourly fees, a percentage of assets and a one-time planning fee.
How much does Lance charge?
According to ROI Financial Advisors's website, checked October 30, 2026: one-time plans from $600; $250 an hour.
Does Lance work with clients virtually?
Yes. ROI Financial Advisors says on its website that it works with clients remotely.
Where is Lance Johnson based?
Lance Johnson is based in Beaverton, Oregon.
What does Lance specialize in?
Lance's specialties include flat-fee planning, small business owners and estate & legacy planning.
Is Lance Johnson registered with the SEC?
Yes. Lance Johnson is registered as an investment adviser representative in OR, TX and WA (CRD 2244093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does ROI Financial Advisors manage?
ROI Financial Advisors reports $264.2M across 1,518 accounts in assets under management.
How do I contact Lance Johnson?
Through Lance's website, www.roi-fa.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
- ROI Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.