Frequently
Asked Questions

Our fee structure is designed to be transparent and aligned with your interests. We don't earn commissions or sell products, our compensation comes from advisory fees. For a full breakdown of our pricing, visit our Fees & Pricing page, or ask us directly on a call.

We work with physicians at every career stage, including residents and fellows who may not have significant investable assets yet. Our focus is on the trajectory of your financial life, not just your current balance. We'll discuss specifics on your introductory call.

It's a 30-minute conversation, not a sales pitch. We'll learn about your financial situation, career stage, and goals. You'll learn about how we work. At the end, we'll both know whether it makes sense to continue. No pressure, no obligation. When you're ready, schedule a call.

Yes. We are legally obligated to act in your interest, not ours. Always. This means no commissions, no proprietary product sales, and no conflicts of interest. Our advice is built around what's best for you, full stop.

In many cases, yes. We'll review your existing portfolio and recommend changes only when they genuinely improve your financial position. We don't churn accounts or make unnecessary moves, if what you have is working, we'll tell you.

Not at all. In fact, the decisions you make during training, PSLF enrollment, disability insurance timing, Roth contributions, have a larger impact on lifetime wealth than most decisions you'll make as an attending. The earlier you start, the more we can help. See our Residents & Fellows page for details.

This is the single highest-stakes financial decision most physicians make, and the wrong answer can cost $50,000 to $200,000 over the life of your loans. The right answer depends on your loan types, income trajectory, employer eligibility, and filing status. We model both scenarios with your actual numbers. Learn more on our Debt Strategy page.

Yes. We serve physicians across all specialties, from primary care to surgical subspecialties. Our work reflects a deep understanding of income trajectories, training timelines, and financial patterns across the specialties we serve, so your plan is calibrated for your specific career path. Visit our For Physicians page to learn more.

Most financial advisors serve a broad client base and apply general strategies. We're purpose-built for physicians, every recommendation, benchmark, and plan is built for the specific dynamics of medical careers. If your current advisor doesn't understand the difference between PSLF and refinancing, or can't explain why your specialty matters for asset allocation, it might be worth a conversation. See our alooola Difference page.

We design and manage 401(k) plans (traditional and Safe Harbor), profit sharing plans, and cash balance plans, all tailored for the specific dynamics of medical practices. We handle plan design, compliance testing, and ongoing administration. Details on our Retirement Plans page.

We manage the full transition process, plan document amendments, asset transfers, participant communication, and enrollment. Most transitions complete in 30 to 60 days with minimal disruption to your staff. We've done this many times and know how to make it smooth.

Yes. We coordinate with your existing accounting team, attorney, and any other advisors. Or, if you prefer, we can serve as the full team, handling your retirement plan, financial planning, and practice financial management under one roof.

alooola is built on Glen Eagle Advisors, a registered investment advisor founded in 2002. Our founding team has managed $1.3B+ in client assets across more than 30 combined years of advisory experience.

You'll work with a dedicated financial advisor who specializes in physician wealth management. Your advisor is supported by our investment and planning teams, so you get personal attention backed by institutional depth. Meet the team on our About page.

Yes. alooola is a registered investment advisor (SEC firm #325090). You can review our regulatory filings and disclosures on our Disclosures page.