Bob Wolfe
HealthyFP · Conshohocken, Pennsylvania
Bob Wolfe is a fee-only financial advisor at HealthyFP in Conshohocken, Pennsylvania, who holds the CFP and EA credentials. Bob charges a percentage of assets, an ongoing planning fee and a one-time planning fee (one-time plans from $3,000 and 0.5%–0.7% a year of assets managed) and focuses on tax planning, student loans and small business owners.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
- Tech employees
Facts
| Firm | HealthyFP |
|---|---|
| Based in | Conshohocken, Pennsylvania |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 · 0.5%–0.7% a year of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $69K across 20 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in PA, TX · CRD 6788314 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | healthyfp.com |
| Profile |
How Bob's firm compares
- A one-time plan starts at $3,000, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
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Questions about Bob
Is Bob Wolfe a fee-only financial advisor?
Yes. Bob Wolfe is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bob's firm.
How does Bob charge for financial advice?
Bob charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Bob charge?
According to HealthyFP's website, checked October 28, 2026: one-time plans from $3,000; 0.5%–0.7% a year of assets managed; no asset minimum.
Does Bob work with clients virtually?
Yes. HealthyFP says on its website that it works with clients remotely.
Where is Bob Wolfe based?
Bob Wolfe is based in Conshohocken, Pennsylvania.
What does Bob specialize in?
Bob's specialties include tax planning, student loans, small business owners and retirement planning. Bob works with physicians, retirees, pre-retirees and tech employees.
What credentials does Bob Wolfe hold?
Bob Wolfe holds the CFP and EA credentials.
Is Bob Wolfe registered with the SEC?
Yes. Bob Wolfe is registered as an investment adviser representative in PA and TX (CRD 6788314), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does HealthyFP manage?
HealthyFP reports $69K across 20 accounts in assets under management.
How do I contact Bob Wolfe?
Through Bob's website, healthyfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- HealthyFP website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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