Fee-Only Fiduciary Financial Planners

 

Investment Management, Retirement/Spending Planning, Tax Planning, Estate Planning, Insurance Review, Socially Responsible Investing

Independent Comprehensive Fiduciary Financial Planners

N

We do not receive commissions or sell products.

N

We are comprehensive financial planners helping you formulate a unified plan.

N

We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.

Where you may have seen Bill Holliday, CFP of AIO Financial

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

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).

Competitive Fees

AIO Financial fees are based on the amount of assets that we manage for you.

No Minimum Portfolio Size

Broad investment options

Because we are not earning commissions from selling products, we can meet our clients’ needs using:

N

exchange traded funds (ETF)

N

bonds (corporate, municipal)

N

alternative investments

N

buffered enhanced notes

N

market linked CDs

N

treasuries and CDs

N

limited partnerships

N

mutual funds

N

individual stocks

N

untraded REITs

Socially Responsible Investing

For those people who are interested in Socially Responsible Investing, we have extensive experience helping people invest in-line with their values and make positive changes.  Socially Responsible Investing includes: screening, shareholder advocacy and community investing.  Bill hosts a podcast called Impact Financial Planners on the topic.

When you work with AIO Financial, you work directly with Bill Holliday, CFP - a fiduciary working just for you