Healthy Love and Money
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$250,000
Clients
11
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$22,727
About
Healthy Love and Money is a fee‑only independent advisory firm that works with individuals, couples, and families — including high‑net‑worth clients — and also provides advisory services to corporations and other businesses. The firm offers comprehensive financial planning and discretionary investment management alongside therapy‑informed financial planning, hourly consulting in financial psychology, and educational seminars.
The firm’s process explicitly integrates financial therapy and couples therapy into planning to address how psychological and relational dynamics affect financial decisions, and it constructs tailored asset‑allocation portfolios using a mix of passive and active funds. Investment management may be implemented directly or through third‑party managers (including use of the Altruist model marketplace), and the adviser implements accounts on a discretionary basis while allowing client‑imposed restrictions.
Distinctive for a firm with a small asset base and limited client roster, the principal combines CFP credentials with licensure and certification in marriage/family therapy and financial therapy, enabling a practice that blends clinical and financial expertise. The firm also offers standalone financial‑psychology consultations, authored courses and books as client resources, and provides portfolio management to corporate/institutional clients — a service that is relatively uncommon among independent advisers of this type.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Business ownership considerations
Retirement income strategy
Demographic focus
Women Professionals
Fee options
Project-Based Financial Planning fees range between $5,000 and $25,000; Educational Seminars fees range from $1,000 to $20,000 per seminar
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$350 per hour for Senior Financial Planners and Financial Psychology/Therapy professionals, billed in 15-minute increments; lower rates for Associate Financial Planners or Customer Service Associates
Ongoing Comprehensive Financial Planning charged as a fixed monthly fee, minimum $600/month
Minimum fee: Minimum fee of $600 per month or $7,200 annually for Ongoing Comprehensive Financial Planning Fee-only: Fee-only firm; no commissions or sales-related compensation received
Main office location
Healthy Love and Money
Charlotte NC, United States
Number of offices
1
Most active in
Healthy Love and Money has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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