William Holliday
AIO Financial · Tucson, Arizona
William Holliday is a fee-only financial advisor at AIO Financial in Tucson, Arizona, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, HI, NV, NY, OR, WA · CRD 4930333 |
| Exams passed | Series 65 (2005) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | expatplanners.com |
How William'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 William
Is William Holliday a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, AIO Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Holliday based?
William Holliday is based in Tucson, Arizona.
What credentials does William Holliday hold?
William Holliday holds the CFP credential.
Is William Holliday registered with the SEC?
Yes. William Holliday is registered as an investment adviser representative in AZ, CA, CO, HI, NV, NY, OR and WA (CRD 4930333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does AIO Financial manage?
AIO Financial reports $199.2M across 197 accounts in assets under management.
How do I contact William Holliday?
Through William'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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