Data / Investment advisers / Illinois / Alo Financial Planning
Alo Financial Planning, Mount Prospect, IL: $121 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Alo Financial Planning is an SEC registered investment adviser with its main office in Mount Prospect, Illinois and reports $121 million in regulatory assets under management in its Form ADV filed May 14, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 297002
- SEC file number
- 801-136485
- SEC status
- Approved, effective June 12, 2026
- Legal name
- Symmetry Wealth Management, LLC
- Main office
- 200 E Evergreen Ave Suite 127, Mount Prospect, IL 60056
- Phone
- (224) 250-9373
- Website
- alo.financial
- Regulatory AUM
- $120,915,635 in the Form ADV filed May 14, 2026
- Discretionary AUM
- $120,915,635
- Accounts
- 300
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $108 million |
| Individuals (other than high net worth individuals) | 28 | $12.9 million |
Other advisers in Illinois
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oak Ridge Investments, LLC | Chicago | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Rothschild Wealth LLC | Oakbrook | $1.70 billion | 2 | adviserinfo.sec.gov |
| Clearwater Capital Partners | Hoffman Estates | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Advyzon Investment Management, LLC | Lisle | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Muller & Monroe Asset Management,Llc | Chicago | $1.67 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Alo Financial Planning on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.