Luis Sanchez
AIO Financial · Tucson, Arizona
Luis Sanchez is a fee-only financial advisor at AIO Financial in Tucson, Arizona. AIO Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | AIO Financial |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $199.2M across 197 accounts |
| SEC registration | Investment adviser representative in AZ, CA, CO, HI, NV, NY, OR, WA · CRD 8030091 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | expatplanners.com |
How Luis's firm compares
- AIO Financial's average account is about $1.0 million, from its Form ADV (assets managed divided by 197 accounts).
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Questions about Luis
Is Luis Sanchez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luis holds no broker registration, and AIO Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luis charge for financial advice?
Luis's firm, AIO Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Luis Sanchez based?
Luis Sanchez is based in Tucson, Arizona.
Is Luis Sanchez registered with the SEC?
Yes. Luis Sanchez is registered as an investment adviser representative in AZ, CA, CO, HI, NV, NY, OR and WA (CRD 8030091), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AIO Financial manage?
AIO Financial reports $199.2M across 197 accounts in assets under management.
How do I contact Luis Sanchez?
Through Luis's website, expatplanners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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