Roi Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The fee refunded will be the balance of the fees collected in advance minus the hourly rate of $250 per hour times the number of hours of work that has been completed up to and including the day of termination.”

Flat or project fee

$600⁠-⁠$4,800

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $600 and $4,800.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Roi Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients will pay their fees on a monthly basis in arrears, and fees will be inclusive of cash and cash equivalents.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Fees are paid in advance, but never more than six months in advance.”

How Roi Financial’s fees compare

• Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
• 3 of the 7 other planners in Beaverton that publish an hourly rate charge less.
• Its flat or project fee of $600-$4,800 spans the Oregon median of $4,000. 25% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Beaverton that publish a flat or project fee charge less.

About Roi Financial

• Firm size: 8 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

272

Employees

8

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$264,156,070

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

160100

Website

facebook.com/roifinancialadvisorsllc (opens in new tab)

Phone

(503) 941-5925

Can advise clients in 4 states: California, Oregon, Texas, Washington

Other planners in Beaverton that publish fees

• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000
• Capitol Family Office, Inc.Beaverton$250⁠-⁠$30,000
• Innovator Wealth Advisor, LLCBeaverton$190/hr, $3,000⁠-⁠$5,000
• Insight Advisors NW, LLCBeaverton$195/hr
• Main Avenue Financial Services, LLCBeaverton$250/hr
• Real Agency Wealth LLCBeaverton$325/hr, $7,200

Compare all 15 planners in Beaverton