Financially Healthy was founded in 2011 by Alicia Ivancovich, a fee-only Certified Financial Planner.
The firm typically charges a financial advice fee of $1,500-6,000 for the first year of advice. After the first year, the annual advice fee is waived for clients meeting minimum asset management levels. The firm also provides pro bono financial advice as needed.
There is no minimum asset level required to be a Financially Healthy client. While some advisory firms have investment minimums of $1 million or more, Financially Healthy works with many clients with less than $1 million in investable assets because this is an underserved market with many needs. The firm's asset management fees range from 0.25%-0.95%/year depending upon account size.
Please click on the link below to view the firm's public disclosure documents.