HealthyFP provides financial planning, investment management, tax preparation, retirement plan services, and educational workshops. They tailor their services to individual client needs, covering areas like business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. They offer Bronze, Silver, and Gold plans with varying levels of service.
Assets Under Management$69K
Clients7
Advisors1
Avg. per Client$9.8K
Avg. per Advisor$69K
Fee Structure
Planning is included in investment management
HealthyFP's Silver and Gold plans include investment management. The firm manages your investments based on your individual needs and goals. They make trades without asking you first, but you can set reasonable restrictions. Investment management is not offered as a standalone service.
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