AIO Fee Only Financial Advisors

Beverly Hills, CA

Serves Beverly Hills, Los Angeles, California, and nationwide (virtual consultations available)

Schedule Consultation (424) 358-5410

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About

AIO Fee Only Financial Advisors is a fiduciary wealth management firm in Beverly Hills, CA founded by Alosha Mikulovich, CFP®, CFA, an experienced financial advisor who previously worked at major Wall Street firms. AIO specializes in comprehensive financial planning, investment management, and tax-efficient strategies for high-net-worth individuals, families, and business owners. As a fee-only advisor, they operate under a fiduciary standard with no commissions or conflicts of interest, serving clients across California and nationwide.

Best For

High-net-worth individuals seeking conflict-free advice

families with complex tax and estate planning needs

entrepreneurs and business owners planning succession or exits

professionals who want fiduciary investment management

clients seeking comprehensive wealth planning beyond just investments

What Sets AIO Fee Only Financial Advisors Apart

CFP®, CFA Credentials with Wall Street Experience

100% Fee-Only, Zero Commissions

Comprehensive Tax-Efficient Wealth Planning

Fiduciary Standard for All Clients

Fiduciary Standard

Legally obligated to act in your best interest at all times — no commissions, no conflicts

CFP®, CFA Credentials

Founder holds top financial planning and investment analysis certifications

5.0-Star Google Rating

Perfect rating from 23+ client reviews

Wall Street Experience

Institutional-level expertise from Goldman Sachs and Morgan Stanley

Leadership

Name

Alosha Mikulovich

Title

Founder & Principal Advisor

Credentials

CFP®, CFA

Hours

Open today until 5 PM

Mon8:00 AM – 7:00 PM

Tue8:00 AM – 5:00 PM

Wed8:00 AM – 5:00 PM

Thu8:00 AM – 5:00 PM

Fri8:00 AM – 5:00 PM

Sat, SunClosed