Alicia Ivancovich
Financially Healthy · Oakland, California
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.
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Specialties
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 | $57M across 162 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3206325 |
| Exams passed | Series 66 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.financially-healthy.com |
| Profile |
How Alicia's firm compares
- A one-time plan starts at $2,000, below the California median of $2,500 for fee-only firms that publish prices.
- Financially Healthy's average account is about $352,000, from its Form ADV (assets managed divided by 162 accounts).
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Questions about Alicia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Financially Healthy website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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