Alo Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$91,725,194
Total clients
61
48% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$1,503,692
About
Alo Financial Planning provides investment management and financial planning to individual and high‑net‑worth clients, and also advises employer-sponsored retirement plans. The firm offers initial single‑engagement financial plans and ongoing planning services alongside discretionary portfolio management and plan education for sponsors.
AFP primarily uses a passive, asset‑allocation approach built with mutual funds and ETFs and implements client plans with a discretionary, tiered fee model billed as a percentage of assets. The firm may retain a third‑party adviser (currently Focus Partners Advisor Solutions) for portfolio management and uses ongoing monitoring and occasional tactical or tax‑related trades as part of its service model.
Distinctive features include the firm’s provision of free, group educational seminars that are strictly general in nature and do not provide individualized investment advice. As a small adviser managing roughly $91.7 million for about 61 clients, the firm has formal contingency and succession arrangements with a larger advisory partner (Focus Partners Wealth, LLC) and its principals hold multiple professional credentials (including CFP®, CPA, CPWA and RMA), which shape its service and continuity planning.
Client services
Fee options
$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%
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Alo Financial Planning
200 E Evergreen Ave, Suite 127
Mount Prospect IL 60056-3294, United States
Number of offices
3
Forms ADV
Quick links
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