Fee-Only Financial Advisors

Independent, comprehensive, personal financial planning firm held to a fiduciary duty. Invest for a sustainable future.
ServicesFee Only

Independent Comprehensive Fiduciary Financial Planners

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We do not receive commissions or sell products.

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

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

Bill Holliday, CFP®, AIF®, CSRIC™

Bill Holliday, CFP®, AIF®, CSRIC™

Financial Advisor

Siu Castro

Siu Castro

Chief Operations Officer

Kataya Plett, WMS™

Kataya Plett, WMS™

Financial Advisor

Marcela Mendoza

Marcela Mendoza

Administrative Assistant

Val Mendoza

Val Mendoza

Financial Advisor

Argentina Rangel

Argentina Rangel

Paraplanner

Linda Stratton, CFP®, EA, MBA

Linda Stratton, CFP®, EA, MBA

Financial Advisor

Pamela Mendoza

Pamela Mendoza

Paraplanner

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Fee-Only Fiduciaries

AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.

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Latest Technology

We use the latest software to provide the best experience and planning projections possible for our clients.

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Comprehensive

We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing. 

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Virtual or In-Person

We primarily work virtually but travel to our service offices at least annually. We have offices in Los Angeles, Tucson, Boulder, Las Vegas, Portland, and Seattle.

WHY CHOOSE AIO FINANCIAL?

AIO challenges the status quo of the financial planning business by working on a fee-only basis, providing comprehensive planning services and using the best-in-industry technology.

  • We are compensated only by our clients instead of selling products and receiving commissions like other advisors. This allows us to be unbiased and true fiduciaries which means we only act in the best interest of our client.
  • We create and manage a complete plan for our clients by planning for every financial area including detailed retirement planning, tax planning, estate planning, insurance and more. Because of this, our clients are able to trust us in protecting all of their financial goals.
  • We use the latest software to provide the best experience and planning projections possible for our clients.

 

Sustainable, Responsible, Impact Investing

  • We have extensive experience in Sustainable, Responsible, Impact Investing (SRI)
  • SRI is an investment strategy seeking to maximize both financial return and social good.
  • Also known as environmental, social, governance (ESG); socially conscious; sustainable; ethical, impact, and socially responsible investing.
  • We help clients invest in-line with their values and make positive changes.
  • SRI includes: screening, shareholder advocacy and community investing.
  • Bill hosts a podcast called Impact Financial Planners on the topic. We offer a free SRI ebook.  AIO Financial is a member of Impact Investing Firms, USSIF and First Affirmative.
  • We use several programs (YourStake, Ethos, and Morningstar) to evaluate the impact of investments and portfolios.
  • You can use ESG factors in your investment decisions without sacrificing return on your investments.

Where have you seen AIO Financial – fee only (fiduciary) financial planners

instagram impact financial planners
spotify fee only financial planners
stitcher fiduciary financial advisor
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Diversification

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Strategic Rebalancing

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Low Expenses

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Tax Minimization / Deferral

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In-line with your values

Broad investment options

  • Because we do not earn commissions and do not sell products, we can meet our clients’ needs using a wide variety of investment vehicles.
  • We provide individualized investment portfolios based on our clients’ risk tolerance and time horizon.
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mutual funds

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exchange traded funds (ETF)

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individual stocks

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bonds (corporate, municipal)

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market linked CDs

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treasuries and CDs

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alternative investments

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buffered enhanced notes

AIO Financial uses the latest financial planning and investment tools to provide the best service possible to our clients.

Please fill out the following questionnaire if you would like an advisor from AIO Financial to reach out to you.

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AIO Financial is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.