Alo Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alo Financial Planning advises individuals, high‑net‑worth clients, and employer-sponsored retirement plans, offering discretionary investment management, initial and ongoing financial planning, pension consulting, and the option to retain third‑party advisers. The firm manages roughly $121 million in discretionary assets across two advisers and serves about 67 client relationships.
Alo typically implements risk‑based, primarily passive portfolios using ETFs, mutual funds, stocks, bonds and cash, developing an investment policy and asset allocation for each client and exercising discretionary authority to rebalance or make tactical, tax‑sensitive trades. Financial planning is integrated with portfolio management, and the firm will engage third‑party managers or platform services when a client’s needs warrant specialized expertise.
Notably, Alo provides free, public educational seminars and workshops on investments and personal finance, an offering that is relatively uncommon among peers. The firm also uses third‑party platforms for insurance consultancy and maintains a formal succession arrangement with an external wealth firm, reflecting a reliance on external partnerships for specialty services and continuity.
Client services
Expertise
Fee options
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
Main office
See office200 E Evergreen Ave, Suite 127
Mount Prospect IL 60056-3294
Advisors at this office
1
Offices (2)
Most active in
Arizona · Illinois · Indiana
Also doing business as
Alo Financial Planning · Symmetry Wealth Management LLC · Symmetry Wealth Management, LLC
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.
Quick links
Advisors at this firm
John N
Verified by Warmer
CFP®, CPWA®, CPA
Mount Prospect, IL
Alo Financial Planning
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: - turning savings into a retirement paycheck - reducing expected taxes over time - claiming Social Security and Medicare - aligning your portfolio with your lifestyle and bucket lists - enjoying your life while reducing regrets - leaving a legacy, not a burden and confusion for your family 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.
Samantha B
Series 65
Yuma, AZ
Alo Financial Planning
Samantha Bordiuk is a financial advisor at Alo Financial Planning with a Series 65 designation and one year of industry experience. Prior to joining Alo Financial Planning, she served three years with Marine Corps Installations Pacific. Outside of finance, she is the owner and instructor of Patriot Pole Fitness LLC, a fitness instruction business. Alo Financial Planning serves individuals, high-net-worth clients, and employer-sponsored retirement plans with discretionary investment management and integrated financial planning. The firm employs a risk-based, primarily passive investment approach and offers educational seminars and workshops on investments and personal finance.
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