Rebecca Noss
Healthy Wealth · Niceville, Florida
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.
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Specialties
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 |
| Assets under management | $8.3M across 77 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, PA, TX · CRD 7854593 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | healthywealthfinancial.com |
How Rebecca's firm compares
- Ongoing planning starts at $4,140 a year, in line with the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $900, below the Florida median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Florida median of $300 for fee-only firms that publish prices.
- Healthy Wealth's average account is about $107,000, from its Form ADV (assets managed divided by 77 accounts).
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Questions about Rebecca
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.
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
- Healthy Wealth 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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