Financially Healthy, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
1999 Harrison Street, Suite 1800
Oakland CA 94612
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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