John Nowak is a CFP-designated registered investment advisor at Alo Financial Planning, based in Mount Prospect, IL, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 67 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Subject to a minimum quarterly fee of $2,500. Fees are negotiable.
Fee Estimator
Location
200 E Evergreen Ave, Suite 127, Mount Prospect, IL, 60056-3294
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Alo Financial Planning
Previous Registrations
Moller Financial Services
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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