# Theodore Doll

> Theodore Doll is a fee-only financial advisor at Health & Wealth Works in Henrico, Virginia. Health & Wealth Works reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Health & Wealth Works
- **Based in:** Henrico, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Fees (firm's website):** no asset minimum
- **Assets under management (firm):** $1.4M across 29 accounts
- **CRD:** 7059895 (https://adviserinfo.sec.gov/individual/summary/7059895)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 66 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.healthwealthworks.com

## Frequently asked questions

### Is Theodore Doll a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Health & Wealth Works reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Theodore charge for financial advice?

Theodore's firm, Health & Wealth Works, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does Theodore charge?

According to Health & Wealth Works's website, checked October 30, 2026: no asset minimum.

### Where is Theodore Doll based?

Theodore Doll is based in Henrico, Virginia.

### Is Theodore Doll registered with the SEC?

Yes. Theodore Doll is registered as an investment adviser representative in VA (CRD 7059895), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Health & Wealth Works manage?

Health & Wealth Works reports $1.4M across 29 accounts in assets under management.

### How do I contact Theodore Doll?

Through Theodore's website, www.healthwealthworks.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7059895): 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://healthwealthworks.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.