Firm
Financially Healthy
Oakland, California
Fee-only
Financially Healthy at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 60 individual clients, 10 of them high net worth.
- Its average account is about $352,000 (assets it manages divided by its 162 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Oakland, California |
|---|---|
| Website | financially-healthy.com |
| Phone | (510) 496-4567 |
Financially Healthy fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Asset-based fee | 0.25% to 0.95% a year |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"The firm typically charges a financial advice fee of $2,000-6,000 for the first year of advice." source
"The firm's a sset management fees range from 0.25%-0.95%/year depending upon account size." source
"The firm's a sset management fees range from 0.25%-0.95%/year depending upon account size." source
"There is no minimum asset level required to be a Financially Healthy client." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $57 million |
| Individual clients | 50 |
| High-net-worth clients | 10 |
| Accounts managed | 162 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 156022 |