Theodore Doll
Health & Wealth Works · Henrico, Virginia
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.
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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 | $1.4M across 29 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7059895 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.healthwealthworks.com |
| Profile |
How Theodore's firm compares
- Health & Wealth Works's average account is about $47,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Theodore
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.
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
- Health & Wealth Works 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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