# Alicia Ivancovich

> Alicia Ivancovich is a fee-only financial advisor at Financially Healthy in Oakland, California, who holds the CFP credential. Alicia charges a percentage of assets and a one-time planning fee (one-time plans from $2,000 and 0.25%–0.95% a year of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/alicia-ivancovich/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Financially Healthy
- **Based in:** Oakland, California
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,000; 0.25%–0.95% a year of assets managed; no asset minimum
- **Assets under management (firm):** $57M across 162 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 3206325 (https://adviserinfo.sec.gov/individual/summary/3206325)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.financially-healthy.com

## Frequently asked questions

### Is Alicia Ivancovich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alicia holds no broker registration, and Financially Healthy reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alicia charge for financial advice?

Alicia charges a percentage of assets and a one-time planning fee.

### How much does Alicia charge?

According to Financially Healthy's website, checked October 30, 2026: one-time plans from $2,000; 0.25%–0.95% a year of assets managed; no asset minimum.

### Where is Alicia Ivancovich based?

Alicia Ivancovich is based in Oakland, California.

### What does Alicia specialize in?

Alicia's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### What credentials does Alicia Ivancovich hold?

Alicia Ivancovich holds the CFP credential.

### Is Alicia Ivancovich registered with the SEC?

Yes. Alicia Ivancovich is registered as an investment adviser representative in CA (CRD 3206325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financially Healthy manage?

Financially Healthy reports $57M across 162 accounts in assets under management.

### How do I contact Alicia Ivancovich?

Through Alicia's website, www.financially-healthy.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3206325): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.financially-healthy.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.