Account Minimum: $1,000.
AIO Financial is a fee only financial planning firm that specializes in Socially Responsible Investing. We offer a free upfront meeting. We work with individual clients throughout the US. As an independent fee only personal financial planning firm we earn no commissions and sell no products. We can work on an hourly basis, assets under management or for a fixed fee. Socially Responsible Investing (SRI) is an investment strategy seeking to maximize both financial return and social good.