Firm
HealthyFP
Conshohocken, Pennsylvania
Fee-only
HealthyFP at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Conshohocken, Pennsylvania |
|---|---|
| Website | healthyfp.com |
| [email protected] | |
| Phone | (215) 510-7597 |
HealthyFP 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.
| One-time plan | From $3,000 |
|---|---|
| Asset-based fee | 0.5% to 0.7% a year |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Up front cost:" source
"0.5% of Net Worth or minimum monthly of $ 350" source
"0.7% of Net Worth or minimum monthly of $ 525" source
"No. We do not have a minimum investment requirement." 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 | $0 million |
| Individual clients | 7 |
| Accounts managed | 20 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 31, 2026 |
| SEC record | CRD 336494 |