ROI Financial Planning

Overview

ROI Financial Planning is an independent registered investment adviser organized as an LLC that provides fee-based wealth management and financial planning to individuals and families. The firm is SEC-registered (registered in 2026) and offers a mix of percentage-of-AUM and fixed-fee billing. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and pension consulting services. ROI Financial Planning does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices