MOUNT PROSPECT, ILCRD 297002Registration Status: ApprovedEffective since June 12, 2026Latest ADV May 14, 2026
Alo Financial Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Prospect, IL. Its latest Form ADV filing, dated May 14, 2026, reports $121M in regulatory assets under management, 2 employees, 2 offices, and 300 accounts.
Assets Under Management
$121M
Employees
2
Offices
2 offices
Total Clients
67
Primary office
MOUNT PROSPECT, IL
200 E EVERGREEN AVE, SUITE 127, MOUNT PROSPECT, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.2% of total clients.
Top client categories% of clientsClients
1
HNWI
58.2%
39
2
Individuals
41.8%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of May 14, 2026
Discretionary100.0%
$121M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$121M
Total Accounts300
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee34:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.