Independent Fee-Only Comprehensive Financial Planners
AIO Financial is an independent fee only personal financial planning firm. We earn no commissions and sell no products. We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.
AIO Finanical works with clients on:
– investment management and review,
– retirement planning,
– estate planning,
– debt reduction
– and any other financial area
WHY CHOOSE AIO FINANCIAL?
*As fee only fiduciaries, we’re different from 94% of financial advisors
– we work for you, not an insurance or mutual fund company
– fiduciary (highest) standard of care
– no conflicts of interest – NO commissions
*Competitive and Flexible Fees
AIO Financial fees are a great value for the services provided. We offer the option of working with us:
– based on the amount of assets we manage for you,
– for a flat fee, or
– on an hourly basis.
Most importantly, we believe in full disclosure – so we never hide or bury our fees like other brokers or “financial advisors” who are commission or “fee-based” (not Fee-Only).
*No Minimum Portfolio Size
*Specialize in Socially Responsible Investing
We let you know what underlying investments you hold and provide opportunities to invest in-line with your values. So that you can make changes in the world through your investments.
*Broad investment options
Because we are not earning commissions from selling a particular product, we can meet our clients’ needs using: Exchange Traded Funds (ETF), mutual funds, individual stocks, CDs, municipal bonds, treasuries, market linked CDs, limited partnerships, etc.
*When you work with AIO Financial, you work directly with Bill Holliday, CFP