Healthy Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,263,177
Total clients
16
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$516,449
About
Healthy Wealth serves individual and high‑net‑worth clients, providing investment management alongside both ongoing and project‑based financial planning. The firm also offers independent bookkeeping and accounts‑payable services as a separate, non‑advisory business and does not provide those services to its financial planning or investment advisory clients to reduce conflicts of interest.
The firm implements discretionary, asset‑allocation driven portfolios built largely with mutual funds and ETFs and emphasizes passive investment management alongside retirement, tax, and college‑savings planning. It works through institutional custodians (including Schwab and Altruist) and manages certain 529 assets held away on the Utah My529 platform via a limited power of attorney and the plan’s advisor portal.
What is distinctive is the billing model: Healthy Wealth is fee‑only but does not charge percentage‑of‑assets fees, instead using recurring fixed planning arrangements and hourly/project engagements rather than the more common AUM percentage. The adviser also holds the MQFP® credential focused on military and veteran families, limits bookkeeping work to non‑advisory clients to mitigate conflicts, and manages roughly $8.26 million for a small client base.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Retired
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.
Main office location
Healthy Wealth
Boiling Springs PA, United States
Number of offices
1
Most active in
Healthy Wealth has reported serving >5 clients in these states in the last 12 months.
Florida · Pennsylvania · 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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