Firm
ROI Financial Advisors
Beaverton, Oregon
Fee-only
ROI Financial Advisors at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 8 employees and 272 individual clients, 80 of them high net worth.
- Its average account is about $174,000 (assets it manages divided by its 1,518 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Beaverton, Oregon |
|---|---|
| Website | roi-fa.com |
| [email protected] | |
| Phone | (503) 941-5925 |
ROI Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $600 |
|---|---|
| Hourly | $250 an hour |
| How it charges | Flat fee · Hourly · Percentage of assets · One-time plans or projects |
In the firm's words
"$600 - $4800" source
"$250" source
"Flat-fee + % of assets under management (AUM)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $264 million |
| Individual clients | 192 |
| High-net-worth clients | 80 |
| Accounts managed | 1,518 |
| Employees | 8 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-121903) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 160100 |