# Bill Holliday

> Bill Holliday is a fee-only financial advisor at AIO Financial, LLC in Los Angeles, California. Bill charges a percentage of assets, an ongoing planning fee and hourly fees ($500 an hour and 1% a year on the first tier of assets managed) and focuses on international & expat planning, sustainable & impact investing and retirement planning.

Page: https://find.wellspent.co/advisors/bill-holliday/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** AIO Financial, LLC
- **Based in:** Los Angeles, California
- **Fee model:** Percentage of assets; Ongoing planning fee; Hourly
- **Fees (firm's website):** $500 an hour; 1% a year on the first tier of assets managed; typically works with clients with $400,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $199.2M across 197 accounts
- **Specialties:** International & expat planning, Sustainable & impact investing, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Cross-border families
- **Firm size:** 4 employees
- **Website:** https://aiofinancial.com

## Frequently asked questions

### Is Bill Holliday a fee-only financial advisor?

Yes. Bill Holliday is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Bill charge for financial advice?

Bill charges a percentage of assets, an ongoing planning fee and hourly fees.

### How much does Bill charge?

According to AIO Financial, LLC's website, checked October 28, 2026: $500 an hour; 1% a year on the first tier of assets managed; typically works with clients with $400,000 or more.

### Does Bill work with clients virtually?

Yes. AIO Financial, LLC says on its website that it works with clients remotely.

### Where is Bill Holliday based?

Bill Holliday is based in Los Angeles, California.

### What does Bill specialize in?

Bill's specialties include international & expat planning, sustainable & impact investing, retirement planning, tax planning and estate & legacy planning. Bill works with cross-border families.

### How much does AIO Financial, LLC manage?

AIO Financial, LLC reports $199.2M across 197 accounts in assets under management.

### How do I contact Bill Holliday?

Through Bill's website, aiofinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4867): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://aiofinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.