Financially Healthy, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,000,000
Clients
60
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
Very HighAverage account size
$950,000
About
Financially Healthy, LLC is a state-registered independent investment adviser that serves individuals, including high‑net‑worth clients, offering discretionary portfolio management alongside comprehensive financial planning services such as retirement, estate, education planning, and life/disability risk management. The firm manages approximately $57 million for roughly 60 clients and charges asset-based advisory fees while also providing financial planning on hourly or fixed‑fee terms.
The adviser requests ongoing discretionary authority to implement investment recommendations and conducts account reviews at least quarterly. Investment selection blends passive vehicles (ETFs) and mechanical or quantitative screens (including UITs) with active management (mutual funds and separately managed accounts), emphasizing risk‑adjusted performance, low correlation among holdings, and regular re‑evaluation.
Noteworthy features include a relatively concentrated client roster combined with substantial assets under management, which aligns with a practice model focused on individualized, ongoing oversight. The firm follows the CFP Code of Ethics, does not custody client assets, and discloses that broker selection may consider research and execution services as part of its effort to obtain best execution.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Disability insurance
Fee options
$500 to $10,000 fixed fees for financial planning
$0 - $999,999: 0.95% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.50% $3,000,000+: 0.25%
$200 to $500 per hour
Main office location
Financially Healthy, LLC
1999 Harrison Street, Suite 1800
Oakland CA 94612, United States
Number of offices
1
Most active in
Financially Healthy, LLC has reported serving >5 clients in these states in the last 12 months.
California
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:
-
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
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