Aio Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$750/qtr

“The fees for a managed or advisory portfolio are based either on an annual percentage of assets or a flat fee, with a minimum fee of $3,000 per year ($750 per quarter).”

Annual fee

$3,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Aio Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are negotiable and AIO Financial, at its discretion, may charge a lower fee. 1.”
• “The agreement may be terminated at any time with a 30 day advance written notice, and fees will be calculated and charged on a prorated basis.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”

How Aio Financial, LLC’s fees compare

• Its annual fee of $3,000 is below the Arizona median of $10,000. 16% of the 43 other Arizona planners that publish an annual fee charge less.
• 1 of the 4 other planners in Tucson that publish an annual fee charge less.

About Aio Financial, LLC

• Firm size: 4 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

197

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$199,162,733

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

114030

Website

expatplanners.com (opens in new tab)

Phone

(520) 325-0769

Can advise clients in 8 states: Arizona, California, Colorado, Hawaii, Nevada, New York, Oregon, Washington

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr
• Enlightened Advisors Wealth Management LLCTucson$3,000

Compare all 45 planners in Tucson