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About AIO Fee Only Financial Advisors
AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage. We are located in Tucson, AZ but we work with clients virtually throughout the world. We often travel to visit non-local clients throughout the year.
About AIO Fee Only Financial Advisors
AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being,...
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
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3 Stars
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4 Stars
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5 Stars
(3)
K
K Pederson
Bill has been a GREAT Financial Advisor for me. I have been with him for almost 3 years now and my parents were with him for almost 20. He has always done an outstanding job of directing our investments as well as giving very valuable insight into what the market appears to be doing. He listens to what we want and follows our directions. He and his team have been very responsive to our needs. I am looking forward to a long relationship with him and his team.
H
Henry Sadovsky
I met, virtually, with Bill Holliday for a free one hour get to know oneanother session. Bill is friendly, clear, and straightforward. The AIO Financial website is well organized. The AIO YouTube channel is not to be missed. Informative, and fun. If I decide to utilize a financial planner, it will be AIO.
L
Lloyd Nance
As a retired accountant, I'm fairly familiar with the terms that Bill uses. When my wife asks questions about what he is presenting us, Bill will give her detailed descriptions of what he is proposing for our account. He gives us great advice, but listens if we want to go a different direction. Services Index funds, Investment management, Tax planning, Wealth management, Mutual funds
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
L
Lloyd Nance
As a retired accountant, I'm fairly familiar with the terms that Bill uses. When my wife asks questions about what he is presenting us, Bill will give her detailed descriptions of what he is proposing for our account. He gives us great advice, but listens if we want to go a different direction. Services Index funds, Investment management, Tax planning, Wealth management, Mutual funds
H
Henry Sadovsky
I met, virtually, with Bill Holliday for a free one hour get to know oneanother session. Bill is friendly, clear, and straightforward. The AIO Financial website is well organized. The AIO YouTube channel is not to be missed. Informative, and fun. If I decide to utilize a financial planner, it will be AIO.
K
K Pederson
Bill has been a GREAT Financial Advisor for me. I have been with him for almost 3 years now and my parents were with him for almost 20. He has always done an outstanding job of directing our investments as well as giving very valuable insight into what the market appears to be doing. He listens to what we want and follows our directions. He and his team have been very responsive to our needs. I am looking forward to a long relationship with him and his team.
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