Rebecca Noss
Advisor at Healthy Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.
Expertise
Based on Healthy Wealth
Business sale tax planning
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Upfront fee of $495 for initial construction of comprehensive financial plan, negotiable and may be waived or reduced
N/A - N/A: Total investment management fees will not exceed 3% of assets under advisement (AUA)
Hourly rate of $300 for Project-Based Financial Planning
Minimum fee: Minimum annual fee of $3,120 for Ongoing Financial Planning and Investment Management Fee-only: Fee-only firm; compensated solely by clients; no commissions or sales-related compensation.
Location
Boiling Springs, PA
Most active in
Rebecca N has reported serving >5 clients in these states in the last 12 months.
Florida · Pennsylvania · Texas
Work history
Healthy Wealth LLC
2024 - Present (2 years)
Apforia
2024 - 2024 (1 year)
RWS
2021 - 2023 (2 years)
SFL TAP
2018 - 2018 (1 year)
Self Employed
2011 - 2020 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Michael U
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