Firm
Healthy Wealth
Niceville, Florida
Fee-only
Healthy Wealth at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 16 individual clients, 8 of them high net worth.
- Its average account is about $107,000 (assets it manages divided by its 77 accounts).
- Its ongoing planning fee starts at $4,140 a year, in line with the Florida median of $4,200.
- Its hourly rate of $300 is in line with the Florida median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Niceville, Florida |
|---|---|
| Website | healthywealthfinancial.com |
| [email protected] | |
| Phone | (850) 359-2010 |
Healthy Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,140 a year |
|---|---|
| One-time plan | From $900 |
| Hourly | $300 an hour |
| Account minimum | None |
| How it charges | Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Comprehensive planning has a minimum fee of $4,140 per year, which breaks down to monthly payments of $345." source
"The rate for an hourly project is $300 / hour and there is a 3-hour minimum for any project." source
"The rate for an hourly project is $300 / hour and there is a 3-hour minimum for any project." source
"Healthy Wealth has no portfolio or net wealth requirements." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 8 |
| High-net-worth clients | 8 |
| Accounts managed | 77 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 7, 2026 |
| SEC record | CRD 330789 |