Healthyfp fees and pricing
Financial planner in Conshohocken, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 31, 2026, Healthyfp charges $400 an hour and a flat or project fee of $3,000-$8,000 for financial planning.
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
- $400/hr
“Healthy | Hourly Services With our Healthy Plan, our hourly rate for limited-scope services is $400.”
- Flat or project fee
- $3,000-$8,000
“Client Relationship Type Single Couple Family Business One-Time Fixed Fees $3,000 $4,000 $5,000 $8,000 For this service, fees are paid by electronic funds transfer or check, using an independent third-party payment processor in which the client can securely input their payment information.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Healthyfp bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees could be negotiable based on factors such as complexity of your financial situation, net worth, or assets under management.”
- “We may request a portion of the fee be collected in advance, with the remainder due upon completion of the services.”
- “Because this Plan is not an ongoing engagement, the engagement will automatically terminate upon completion of the services.”
How Healthyfp’s fees compare
- Its hourly rate of $400 is above the Pennsylvania median of $250. 83% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- None of the 3 other planners in Conshohocken that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$8,000 spans the Pennsylvania median of $3,650. 69% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Conshohocken that publish a flat or project fee charge less.
About Healthyfp
“We offer financial planning services, investment management services, tax preparation services, retirement plan services, and educational workshops and seminars.”
- Principal: Robert Wolfe
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
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
- 0.7% a year
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
- Assets managed
- $68,809
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336494
- Phone
- (215) 510-7597
Other planners in Conshohocken that publish fees
- Arin Risk Advisors LLCConshohocken$400/hr
- BTG Capital LLCConshohocken$500/hr, $250-$10,000
- Overture Wealth ManagementConshohocken$1,000-$7,000, $1,000-$2,500/qtr
- Powers Capital ManagementConshohocken$750/qtr, $3,000/yr
- WealthfdConshohocken$250-$1,000/hr, $1,000
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.