# AIO Fee Only Financial Advisors, Beverly Hills CA: Reviews

Source: Local AI Registry, https://localairegistry.com/biz/ca/beverly-hills/aio-fee-only-financial-advisors-beverly-hills-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03.

Canonical: https://localairegistry.com/biz/ca/beverly-hills/aio-fee-only-financial-advisors-beverly-hills-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdweyfs01e2yeq1cwvllau5%2F0.jpg)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdweyfs01e2yeq1cwvllau5%2F1.jpg)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdweyfs01e2yeq1cwvllau5%2F2.jpg)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdweyfs01e2yeq1cwvllau5%2F3.jpg)
- ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsdweyfs01e2yeq1cwvllau5%2F4.jpg)


## In short

AIO Fee Only Financial Advisors is a financial planner in Beverly Hills, CA. Its AI Score is 33 of 100, which is poor.

What each mark on this page means: https://localairegistry.com/methodology#marks


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA |
| Hours | Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun |
| Phone | (424) 358-5410 |
| Rating | 5.0 across 23 reviews on Google |
| Updated | August 3, 2026 |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA | Confirmed | Google Business Profile |
| Location info | Description | AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products to so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing. We use the latest software to provide the best experience and planning projections possible for our clients. We have offices in Tucson, Los Angeles, Las Vegas, Boulder, Seattle (Issaquah), Portland (Lake Oswego), and work with clients throughout the world. | Confirmed | Google Business Profile |
| Location info | Hours | Mon 8:00 AM to 7:00 PM · Tue to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | AIO Fee Only Financial Advisors | Confirmed | Google Business Profile |
| Location info | Phone | (424) 358-5410 | Confirmed | Google Business Profile |
| Hours | Monday | 8:00 AM to 7:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | 10 things about esg sri | From their website | Business website |
| Services | Service | 2019 sri conference insights | From their website | Business website |
| Services | Service | 50 20 30 budgeting rule | From their website | Business website |
| Services | Service | Asset management | AI guess |  |
| Services | Service | Beyond stocks bonds | From their website | Business website |
| Services | Service | Budgeting advice | AI guess |  |
| Services | Service | Cash management | AI guess |  |
| Services | Service | Cash management tool | From their website | Business website |
| Services | Service | Climate change investment portfolio | From their website | Business website |
| Services | Service | Considerations when moving abroad | From their website | Business website |
| Services | Service | Custom ESG investing | AI guess |  |
| Services | Service | Custom esg investing affirmativesg | From their website | Business website |
| Services | Service | David harrell morningstar esg | From their website | Business website |
| Services | Service | Engine number 1 etfs | From their website | Business website |
| Services | Service | Estate planning | AI guess |  |
| Services | Service | Estate planning docs | From their website | Business website |
| Services | Service | Financial planning elderly parents | From their website | Business website |
| Services | Service | Financial planning for elderly parents | AI guess |  |
| Services | Service | Green century capital management impact | From their website | Business website |
| Services | Service | Green century shareholder advocacy | From their website | Business website |
| Services | Service | Hannah friedberg corporate accountability | From their website | Business website |
| Services | Service | Impact assets donor advised fund | From their website | Business website |
| Services | Service | Inheritance ira rules taxes | From their website | Business website |
| Services | Service | Iroquois valley farmland organic investment | From their website | Business website |
| Services | Service | Luke wilcox ethos impact investing | From their website | Business website |
| Services | Service | Promujer microcredit | From their website | Business website |
| Services | Service | Retirement planning | AI guess |  |
| Services | Service | Retirement planning tool | From their website | Business website |
| Services | Service | Retirement reality check | From their website | Business website |
| Services | Service | Shareholder advocacy | AI guess |  |
| Services | Service | Shareholder advocacy 2024 | From their website | Business website |
| Services | Service | Shareholder advocacy impact investing | From their website | Business website |
| Services | Service | Smart gifting strategies | From their website | Business website |
| Services | Service | Sqn capital alternative investment | From their website | Business website |
| Services | Service | Todd larsen green america interview | From their website | Business website |
| Services | Service | Todd tresidder | From their website | Business website |
| Services | Service | Yourstake impact investing | From their website | Business website |
| Services | Service | Yourstake impact investing gabe rissman | From their website | Business website |
| Links | Facebook | https://facebook.com/aiofinancial | AI guess | Our record |
| Links | Instagram | https://instagram.com/aiofinancial | AI guess | Our record |
| Links | Website | https://aiofinancial.com/ | Confirmed | Google Business Profile |


## Services and prices

These are the 30 services AIO Fee Only offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Todd larsen green america interview |  |  |  | From their website |
| Sqn capital alternative investment |  |  |  | From their website |
| Yourstake impact investing gabe rissman |  |  |  | From their website |
| Engine number 1 etfs |  |  |  | From their website |
| 50 20 30 budgeting rule |  |  |  | From their website |
| Estate planning docs |  |  |  | From their website |
| 2019 sri conference insights |  |  |  | From their website |
| Financial planning elderly parents |  |  |  | From their website |
| Hannah friedberg corporate accountability |  |  |  | From their website |
| Beyond stocks bonds |  |  |  | From their website |
| Cash management tool |  |  |  | From their website |
| David harrell morningstar esg |  |  |  | From their website |
| Green century capital management impact |  |  |  | From their website |
| Green century shareholder advocacy |  |  |  | From their website |
| 10 things about esg sri |  |  |  | From their website |
| Impact assets donor advised fund |  |  |  | From their website |
| Inheritance ira rules taxes |  |  |  | From their website |
| Iroquois valley farmland organic investment |  |  |  | From their website |
| Luke wilcox ethos impact investing |  |  |  | From their website |
| Retirement planning tool |  |  |  | From their website |
| Retirement reality check |  |  |  | From their website |
| Todd tresidder |  |  |  | From their website |
| Yourstake impact investing |  |  |  | From their website |
| Promujer microcredit |  |  |  | From their website |
| Custom esg investing affirmativesg |  |  |  | From their website |
| Considerations when moving abroad |  |  |  | From their website |
| Climate change investment portfolio |  |  |  | From their website |
| Shareholder advocacy 2024 |  |  |  | From their website |
| Shareholder advocacy impact investing |  |  |  | From their website |
| Smart gifting strategies |  |  |  | From their website |


### Known for

Share your review link so AI can say what you're known for


## The team

Add your team so AI can name who works here


## Visiting AIO Fee Only

Address: 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA. Phone: (424) 358-5410. Hours: Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)


### Location info from Google Business Profile

From Google Business Profile: "AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing. We use the latest software to provide the best experience and planning projections possible for our clients. We have offices in Tucson, Los Angeles, Las Vegas, Boulder, Seattle (Issaquah), Portland (Lake Oswego), and work with clients throughout the world."


### Parking and getting in

Add your parking so AI can tell people where to park

Add how to find your door so AI can walk people in


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| Gravitas Club | Restaurant | 1 min walk |
| 433 N Camden Dr Garage | Parking lot | 1 min walk |
| Beverly Hills Public Parking | Parking garage | 1 min walk |
| Parking | Parking lot | 1 min walk |
| La Colombe Coffee Workshop | Coffee shop | 1 min walk |
| Le Pain Quotidien | Restaurant | 1 min walk |


## Reputation

5.0 average across 23 reviews: Google 23. (Confirmed, read August 3, 2026.)

AIO stands out for its personalized financial planning approach and the expertise of advisor Bill Holliday. (AI guess, from 23 reviews.)


### What people like

- Personalized financial guidance and education
- Fee-only structure that avoids unnecessary charges


### Press

Add a press story so AI can say who's written about you


### Awards

Add an award so AI can name it


### Directories

Get listed in directories so AI can tell you're real


## Questions people ask


### prices round here, anyone got a number


### Any membership pricing at AIO Fee Only?


### services here, what do people go in for?


### best financial planner in Beverly Hills


### worth it or not, what do the regulars say


### torn between AIO Fee Only and Beverly Hills Private?


### walk in here, or is it appointment only?


### is Beverly Hills expensive for this, or is it just here


### Somewhere to park near AIO Fee Only?


### does AIO Fee Only ever have cancellations


### what does AIO Fee Only actually get right?


### opening hours at AIO Fee Only in Beverly Hills, what are they these days?


### killing time on 4th 6th, any ideas


### do they shut Saturdays


### anything I should sort out before a first visit here?


### where does this place post updates


## What AI gets wrong about AIO Fee Only

We ask ChatGPT, Perplexity and Gemini about AIO Fee Only. These are the answers that don’t match this page.

ChatGPT and Perplexity, read by Local AI Registry on Aug 4, 2026. Gemini, read by Local AI Registry on Aug 3, 2026.

| Fact | What AI says | What this page says |
| --- | --- | --- |
| Address | Perplexity, read by Local AI Registry on Aug 4, 2026: 226 S Beverly Dr | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA |


## The AI Score: 33 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. AIO Fee Only scores 33, above the Beverly Hills average of 27. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | AIO Fee Only |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 67 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Good |
| Reviews & response | 12 | 48 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Fair |
| Backlink & citation authority | 8 | 58 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 53 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| Content freshness & schema | 5 | 63 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair |

Full method: https://localairegistry.com/methodology

How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to AIO Fee Only |
| --- | --- | --- | --- | --- |
| AIO Fee Only Financial Advisors | LocalBusiness | #business | https://aiofinancial.com/ | Subject of this page |
| Beverly Hills, California | City | #city |  | City AIO Fee Only is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it.


### Lists

- Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner
- Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills


### Nearby

- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJ9zm-LUe9woARfpPz-U-dw6I (accessed Aug 3, 2026)
- [2] aiofinancial.com, https://aiofinancial.com/yourstake-impact-investing-gabe-rissman/ (accessed Sep 18, 2026)
- [3] aiofinancial.com, https://aiofinancial.com/2019-sri-conference-insights/ (accessed Sep 18, 2026)
- [4] aiofinancial.com, https://aiofinancial.com/50-20-30-budgeting-rule/ (accessed Sep 18, 2026)
- [5] aiofinancial.com, https://aiofinancial.com/retirement-planning-tool/ (accessed Sep 18, 2026)
- [6] aiofinancial.com, https://aiofinancial.com/retirement-reality-check/ (accessed Sep 18, 2026)
- [7] aiofinancial.com, https://aiofinancial.com/shareholder-advocacy-2024/ (accessed Sep 18, 2026)
- [8] aiofinancial.com, https://aiofinancial.com/shareholder-advocacy-impact-investing/ (accessed Sep 18, 2026)
- [9] aiofinancial.com, https://aiofinancial.com/smart-gifting-strategies/ (accessed Sep 18, 2026)
- [10] aiofinancial.com, https://aiofinancial.com/sqn-capital-alternative-investment/ (accessed Sep 18, 2026)
- [11] aiofinancial.com, https://aiofinancial.com/todd-larsen-green-america-interview/ (accessed Sep 18, 2026)
- [12] aiofinancial.com, https://aiofinancial.com/todd-tresidder/ (accessed Sep 18, 2026)
- [13] aiofinancial.com, https://aiofinancial.com/yourstake-impact-investing/ (accessed Sep 18, 2026)
- [14] aiofinancial.com, https://aiofinancial.com/10-things-about-esg-sri/ (accessed Sep 18, 2026)
- [15] aiofinancial.com, https://aiofinancial.com/beyond-stocks-bonds/ (accessed Sep 18, 2026)
- [16] aiofinancial.com, https://aiofinancial.com/cash-management-tool/ (accessed Sep 18, 2026)
- [17] aiofinancial.com, https://aiofinancial.com/climate-change-investment-portfolio/ (accessed Sep 18, 2026)
- [18] aiofinancial.com, https://aiofinancial.com/considerations-when-moving-abroad/ (accessed Sep 18, 2026)
- [19] aiofinancial.com, https://aiofinancial.com/custom-esg-investing-affirmativesg/ (accessed Sep 18, 2026)
- [20] aiofinancial.com, https://aiofinancial.com/david-harrell-morningstar-esg/ (accessed Sep 18, 2026)
- [21] aiofinancial.com, https://aiofinancial.com/engine-number-1-etfs/ (accessed Sep 18, 2026)
- [22] aiofinancial.com, https://aiofinancial.com/estate-planning-docs/ (accessed Sep 18, 2026)
- [23] aiofinancial.com, https://aiofinancial.com/financial-planning-elderly-parents/ (accessed Sep 18, 2026)
- [24] aiofinancial.com, https://aiofinancial.com/green-century-capital-management-impact/ (accessed Sep 18, 2026)
- [25] aiofinancial.com, https://aiofinancial.com/green-century-shareholder-advocacy/ (accessed Sep 18, 2026)
- [26] aiofinancial.com, https://aiofinancial.com/hannah-friedberg-corporate-accountability/ (accessed Sep 18, 2026)
- [27] aiofinancial.com, https://aiofinancial.com/impact-assets-donor-advised-fund/ (accessed Sep 18, 2026)
- [28] aiofinancial.com, https://aiofinancial.com/inheritance-ira-rules-taxes/ (accessed Sep 18, 2026)
- [29] aiofinancial.com, https://aiofinancial.com/iroquois-valley-farmland-organic-investment/ (accessed Sep 18, 2026)
- [30] aiofinancial.com, https://aiofinancial.com/luke-wilcox-ethos-impact-investing/ (accessed Sep 18, 2026)
- [31] aiofinancial.com, https://aiofinancial.com/promujer-microcredit/ (accessed Sep 18, 2026)
- [32] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 4, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)