Firm
AIO Financial, LLC
Los Angeles, California
Fee-only
AIO Financial, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 197 individual clients, 48 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 197 accounts).
- Its hourly rate of $500 is above the California median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | aiofinancial.com |
| [email protected] | |
| Phone | (424) 358-5410 |
AIO Financial, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $500 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly |
In the firm's words
"we do offer a o ne hour meeting, no strings attached, $500" source
"On the first $500,000 (1.00%)" source
"generally a fit for households with around $400,000+ in investable assets." source
"Our annual fee is based on the amount of assets that you want us to manage" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $199 million |
| Individual clients | 149 |
| High-net-worth clients | 48 |
| Accounts managed | 197 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-118105) |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 114030 |