Firm
Ronald Olson, Inc.
Lehi, Utah
Fee-only
Ronald Olson, Inc. at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 2 employees and 166 individual clients, 38 of them high net worth.
- Its average account is about $161,000 (assets it manages divided by its 604 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Lehi, Utah |
|---|---|
| Website | roionweb.com |
| [email protected] | |
| Phone | (801) 785-3254 |
Ronald Olson, Inc. fees
Ronald Olson, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $97 million |
| Individual clients | 128 |
| High-net-worth clients | 38 |
| Accounts managed | 604 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-64619) |
| Financial planning | Offered |
| Form ADV filed | April 14, 2026 |
| SEC record | CRD 116966 |