Bill Holliday
AIO Financial, LLC · Los Angeles, California
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.
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Specialties
Who they serve
- Cross-border families
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 |
| Accepting new clients | Yes |
| Assets under management | $199.2M across 197 accounts |
| Firm size | 4 employees |
| Website | aiofinancial.com |
How Bill's firm compares
- The hourly rate is $500, above the California median of $300 for fee-only firms that publish prices.
- AIO Financial, LLC's average account is about $1.0 million, from its Form ADV (assets managed divided by 197 accounts).
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Questions about Bill
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- AIO Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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