AIO Financial Is A FEE ONLY Financial Planning Firm
We offer ongoing asset management as part of comprehensive financial planning. Transparent pricing. No hidden fees.
Our Annual Fees – For Full On-Going Service
Our annual fee is based on the amount of assets that you want us to manage, as follows:
$750/quarter minimum fee
On the first $500,000 (1.00%)
On the next $500,000 (0.70%)
On the next $1,000,000 (0.50%)
On any amount above $2,000,000 (0.30%)
What Is A Fee Only Planner?
A Fee Only planner is compensated solely by the client. They do not receive any compensation that is contingent on the purchase or sale of a financial product.
A Fee Only planner may not receive commissions, rebates, awards, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s financial planning recommendations. Because AIO is only compensated by our clients, we can address a diverse array of financial issues that do not involve selling investment products.
Contact us at email@example.com
How does AIO Financial make money?
AIO Financial is a fee-only (fiduciary) financial planning firm. Our fees depend on the amount of assets that you want us to manage for you. We are very transparent about our fee and provide clear quarterly invoices. Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. AIO Financial does not receive any commissions or sell any products. We are only compensated by our clients.
Do you work on an hourly basis or on one-time projects?
Currently, we are not set up to handle hourly or one-time project options. We provide the most value to people through long-term relationships.
What is your minimum fee?
$750 is our minimum quarterly fee. You can see our fees on our Fee Page.
Why work with AIO Financial?
We are fee-only fiduciaries. We are unbiased. We have over 60 combined years of experience to help you with any issue you’re working on. We are comprehensive advisors looking at all financial issues. We work to lower your tax bill, invest smarter, and create a retirement income stream. We invest in the latest financial software to make financial planning clear and accurate. We can help you invest in-line with your values. For example, if you don’t want to support the fossil fuel industry, we can help.