Firm
Health & Wealth Works
Henrico, Virginia
Fee-only
Health & Wealth Works at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 29 individual clients.
- Its average account is about $47,000 (assets it manages divided by its 29 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Henrico, Virginia |
|---|---|
| Website | healthwealthworks.com |
| [email protected] | |
| Phone | (804) 399-0826 |
Health & Wealth Works 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.
| Account minimum | None |
|---|
In the firm's words
"all our work is done without investment minimums or monthly account fees" 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 |
|---|---|
| Assets managed | $1 million |
| Individual clients | 29 |
| Accounts managed | 29 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 311482 |