Advisor at Alo Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
$3,000 for initial financial planning services, negotiable based on complexity
$0 - $500,000: 1.20% $500,001 - $3,500,000: 0.60% $3,500,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
Alo Financial Planning
2023 - Present (3 years)
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2020 - 2023 (3 years)
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2019 - Present (7 years)
BMC Accounting LLC
2019 - 2020 (1 year)
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2019 - 2019 (1 year)
Lanza Financial Services, LLC
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
Creative Organizing Solutions LLC, dba The Neat Boutique
2017 - 2017 (1 year)
College of Charleston
2016 - 2017 (1 year)
La Petite Ecole
2016 - 2017 (1 year)
Erika and Nicolas Sprotti
2016 - 2016 (1 year)
Corpus Christi Catholic Community
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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