Healthy Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Annual fee

$4,140/yr

“The minimum annual fee for Ongoing Financial Planning is $4,140.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Healthy Wealth bills

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

• “Fees are paid monthly in arrears, ranging from $345 - $1,800.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “The initial fee is negotiable and covers the initial construction of the comprehensive financial plan.”

How Healthy Wealth’s fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its annual fee of $4,140 is below the Pennsylvania median of $6,000. 36% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Healthy Wealth

• Principal: Rebecca Noss
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$4,140 minimum fee (stated in brochure)

Clients

16

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,263,177

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330789

Website

healthywealthfinancial.com (opens in new tab)

Phone

(850) 359-2010

Can advise clients in 2 states: Florida, Pennsylvania

Other planners in Boiling Springs that publish fees

• Hendrix Financial PlanningBoiling Springs$175/hr, $2,500⁠-⁠$10,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr

Compare all 621 planners in Pennsylvania