Health & Wealth Works LLC fees and pricing

Financial planner in Henrico, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Health & Wealth Works LLC charges $60 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $60/hr; “Our rate is $60 per hour; billed in 30minute increments.”

Payment and refund terms, quoted from the fee section of the brochure.

“Our published fees are negotiable, and we may waive our fees for our associates and their family members.”
“Fees are to be paid to our firm by check or draft from US-based financial institutions.”
“No deposit is required; payment in full is required at delivery of our invoice which coincides with the presentation of your plan.”

Its hourly rate of $60 is below the Virginia median of $260. 2% of the 203 other Virginia planners that publish an hourly rate charge less.
None of the 3 other planners in Henrico that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 29
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $1,374,120
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 311482
Website: healthwealthworks.com (opens in new tab)
Phone: (804) 399-0826

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.