Ronald Olson
R.O.I. · Lehi, Utah
Ronald Olson is a fee-only financial advisor at R.O.I. in Lehi, Utah. R.O.I. reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | R.O.I. |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $97M across 604 accounts |
| SEC registration | Investment adviser representative in UT · CRD 830680 |
| Exams passed | Series 63 (1990) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.roionweb.com |
How Ronald'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 Ronald
Is Ronald Olson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald 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 Ronald charge for financial advice?
Ronald's firm, R.O.I., reports charging a percentage of assets on its SEC Form ADV.
Where is Ronald Olson based?
Ronald Olson is based in Lehi, Utah.
Is Ronald Olson registered with the SEC?
Yes. Ronald Olson is registered as an investment adviser representative in UT (CRD 830680), 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 Ronald Olson?
Through Ronald'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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