Advisor at Alo Financial Planning — Mount Prospect, IL
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.
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.
Credentials
CFP®, CPWA®, CPA
Experience Industry experience
15 years
Location
Mount Prospect, IL 60056-3294
Alo Financial Planning
Supported
I felt a connection working with families and their personal financial planning after starting my career in Big 4 and Fortune 500 accounting organizations. This personalized advice mindset has been a big part of my entire life - from being a toddler in my parents’ neighborhood pharmacy to becoming a CFP® practitioner.
John Nowak CFP® practitioner specializes in retirement planning for seasoned professionals; providing guidance to turn decades of saving into a Tax-Wise, Income-Smart, Experience-Rich retirement.
He is a fiduciary who focuses on all aspects of your retirement journey:
John works primarily with couples and single-women across the country who are looking for personalized planning and holistic advice for their retirement. Your ideas, vision, and concerns are our primary focus.
John founded Alo Financial Planning in 2018 after becoming a planner in 2007, and following a career in accounting. He is a proud alum of the University of Illinois, graduating with honors in 1999 and a degree in Accountancy.
Based on Alo Financial Planning
Initial financial planning flat fee typically equals $3,000
$0 - $3,000,000: 0.80% annually $3,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.30% annually
Minimum fee: Minimum quarterly fee of $2,500 for investment management services
Mount Prospect, IL
200 E Evergreen Ave, Suite 127
Mount Prospect IL 60056-3294
Advisors at this office
1
Illinois
15 years of industry experience
Symmetry Wealth Management, LLC DBA Alo Financial Planning
2021 - Present • 5 years
Mount Prospect, IL
Symmetry Wealth Management, LLC
2018 - 2021 • 3 years
Mount Prospect, IL
Moller Financial Services
2007 - 2018 • 11 years
Northfield, IL
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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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