Our Pricing

Great planning should focus on your life. Clear, commission-free pricing keeps us on the same side of the table and lets you focus on what matters most, living the life you want. We do not charge a percent of your investments since you already pay us for our planning & ability to save your time & money, not just to be a stock picker (which is a fool’s errand). This keeps our advice incentives aligned with building & preserving your wealth and keeps your money working for you, not for us.

Bronze
Silver
Gold
Service Details
HealthyPlan
HealthyPlanning
HealthyCFO
Custom-Built plan to maximize your resources
Unlimited access to professional  planning portal
Personal Expense Reporting
Educational Resources
Proactive updates on changes that affect your plan
Investment Management
Tax Preparation*
Estate Plan Support & Preparation***
Third Party Professional Coordination
Unlimited "Quick Questions"
Implementation
1 Hour Implementation
Ongoing
Ongoing
Communication
Unlimited through plan delivery
Email, Text, Call
Email, Text, Call
Scheduled Meeting Cadence
4 Meetings over 2 months
Semi-Annual & Scheduled
Quarterly & On Call
Response Time
2-3 business days
2-3 business days
Within 24 business hours.
Price
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$
3,000
4,000
5,000
8,000
0.5% of Net Worth or minimum annually of $4,200
0.5% of Net Worth or minimum annually of $5,400
0.5% of Net Worth or minimum annually of $6,600
0.5% of Net Worth or minimum annually of $10,000
0.7% of Net Worth or minimum annually of $6,300
0.7% of Net Worth or minimum annually of $8,100
0.7% of Net Worth or minimum annually of $9,900
0.7% of Net Worth or minimum annually of $15,000
Net Worth** % begins at:
Not Applicable
$840000
$1,414,286
Up front cost:
$
2,500
$
2,500
$
2,500
Payment Terms
Half up front, Half after delivery
2nd half of plan payment waived, above annual fee paid monthly
2nd half of plan payment waived, above annual fee paid monthly
Best For
Money-Back Pledge
People with relatively simple situations
People who value delegation and ongoing support.
People with complex & changing situations
DIY types who still value professional guidance
Busy people who lack the time, desire, or interest to give their financial life the attention it deserves.
People looking for a "Do It For You" solution to exhaust all options to maximize their dollar
People with limited room in their budget for ongoing help
People with at least a $200,000 household income or assets over $500,000
People with at least a $300,000 household income or assets over $700,000

*Tax Preparation: If tax preparation is not provided in ongoing service, a $50 monthly discount will be applied. Business laxes to be priced separately.

**Net worth calculated annually of all prior year end assets minus liabilities. Business interests valued at 1x prior year revenue

***Access to third party estate plan service, complimentary of membership

Fee and Value Calculator

Enter your assets, the value of everything you own; and liabilities, the value of all debts, into our calculator to receive an estimate of your annual and monthly fee for wealth planning.

Calculate
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  • Select your best description :
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  • Annual Advisor Fee : $7,500
  • Billed as a Monthly Subscription of: $625
  • Estimated Advisor Value*
    The estimated value of financial advice is based on the empirical research outlined above, which highlights the potential benefits of working with a qualified financial planner over time. These estimates represent the compounded value of assets managed by a skilled planner, before fees and expenses, as the studies focus solely on the growth of advised assets. However, they do not account for individual liabilities, specific personal circumstances, or unique financial goals. Since each person’s financial situation is distinct, outcomes may differ. The table is intended for educational purposes, offering a general sense of the potential benefits of financial planning, but your actual results will vary. healthyfp cannot, and does not, guarantee the precision of these estimates for any individual.
Study Quantifying Advisor Value
Quantified Advisor Value
Estimated Value of a Financial Planner For You in One Year
Estimated Value of a Financial Planner For You in Five Years
Estimated Value of a Financial Planner For You in Ten Years
Envestnet Capital Sigma
2.93% Annually
Morningstar Gamma
1.59% Annually
Russell Value of an Advisor
4.83% Annually
Vanguard Advisor Alpha
3.00% Annually
Vanguard Human Advice
5.00% Annually
Average estimated advisor value
3.47% Annually
* Estimates of advisor value rely upon the empirical findings of the studies shown above, and reflect the estimated compounding value of financial planning as performed by a competent financial planner over time. Estimates are before fees and expenses, as the studies reflect only the benefit upon assets that are advised upon by competent financial planners, and cannot uniquely reflect liabilities or circumstances of each individual engaging in financial planning, nor can they accurately account for the unique goals of every individual. Everyone’s financial plan is different, and results will vary. The table is for educational purposes only, and is provided to give you an understanding of the value you may receive through financial planning, though your results will vary. HealthyFP does not guarantee, nor can it guarantee, the individual accuracy of the estimates provided.

The below services are offered separately from the personal services agreements.

Payroll Administration

Eliminate payroll stress and compliance headaches forever. Especially valuable for single-member S-corporations and business owners, our payroll services ensure accurate, timely payments while keeping you compliant with all regulations. Focus on running your business while we handle the complexities of payroll processing, tax withholdings, and reporting requirements.

Business Tax Services

Minimize your business tax burden and maximize your structure's potential. From business formation and entity selection to strategic tax planning and preparation, we ensure your business is structured for success and tax efficiency. Get expert guidance on the best entity type for your goals, plus ongoing tax optimization that keeps more profit in your pocket.

Bookkeeping Services

Keep your books pristine without the headache. Get accurate, timely financial records that give you crystal-clear insight into your business performance. We handle the details so you can focus on growing your business, with flexible service options tailored to your specific needs and budget.

Retirement Plan Administration

Give your employees the retirement they deserve while you save thousands. We shop multiple providers to find the perfect plan fit for your company, then provide expert administration and participant guidance at just 0.5% (half the industry average). Your team gets world-class retirement planning support, and you get peace of mind knowing you're offering a competitive benefit without breaking the bank.