# Rebecca Noss

> Rebecca Noss is a fee-only financial advisor at Healthy Wealth in Niceville, Florida, who holds the CFP and ChFC credentials. Rebecca charges hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,140 a year and one-time plans from $900) and focuses on tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/rebecca-noss/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Healthy Wealth
- **Based in:** Niceville, Florida
- **Fee model:** Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,140 a year; one-time plans from $900; $300 an hour; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $8.3M across 77 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 7854593 (https://adviserinfo.sec.gov/individual/summary/7854593)
- **SEC registration:** Investment adviser representative in FL, PA, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://healthywealthfinancial.com

## Frequently asked questions

### Is Rebecca Noss a fee-only financial advisor?

Yes. Rebecca Noss is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Rebecca's firm.

### How does Rebecca charge for financial advice?

Rebecca charges hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Rebecca charge?

According to Healthy Wealth's website, checked October 28, 2026: ongoing planning from $4,140 a year; one-time plans from $900; $300 an hour; no asset minimum.

### Where is Rebecca Noss based?

Rebecca Noss is based in Niceville, Florida.

### What does Rebecca specialize in?

Rebecca's specialties include tax planning and estate & legacy planning.

### What credentials does Rebecca Noss hold?

Rebecca Noss holds the CFP and ChFC credentials.

### Is Rebecca Noss registered with the SEC?

Yes. Rebecca Noss is registered as an investment adviser representative in FL, PA and TX (CRD 7854593), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Healthy Wealth manage?

Healthy Wealth reports $8.3M across 77 accounts in assets under management.

### How do I contact Rebecca Noss?

Through Rebecca's website, healthywealthfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51447): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.healthywealthfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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