Alo Financial Planning fees and pricing
Financial planner in Mount Prospect, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 14, 2026, Alo Financial Planning charges a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“In consideration of our initial financial planning services, we charge a flat fee that typically equals $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alo Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Each client should review the services agreement signed with us for the fees that will be charged and how fees will be payable.”
- “Fees for this service may be paid through a third-party payment processor or check.”
- “Fees are prorated from the effective date of our engagement up to the termination date of our engagement. E. General Fee Disclosures.”
How Alo Financial Planning’s fees compare
- Its flat or project fee of $3,000 is below the Illinois median of $4,500. 33% of the 175 other Illinois planners that publish a flat or project fee charge less.
About Alo Financial Planning
“Implementation of our recommendations will be at the discretion of the client. We also offer ongoing financial planning services as a continuation of our initial financ”
- Principal: John Nowak
- Firm size: 2 employees.
- Founded: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.35% a year
- Clients
- 67
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $120,915,635
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297002
- Phone
- (224) 250-9373
Other planners in Mount Prospect that publish fees
- Daly Investment Management, LLCMount Prospect$300/hr, $750-$3,000
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Ameribanc CorporationHoffman Estates$500/hr, $250-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.