Fee-only adviser · Oakland, CA
Financially Healthy, LLC
Financially Healthy, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Oakland, California. On its latest Form ADV, filed February 5, 2026, it reports $57M in regulatory assets under management, 60 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 156022 |
| Office | 1999 Harrison Street Suite 1800 Oakland, CA 94612 |
| Phone | (510) 496-4567 |
| Website | www.financially-healthy.com |
| Regulatory assets under management | $57M |
| Individual clients | 50 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Oakland
- Veris Wealth Partners, LLC $2.9B
- Financial Avengers, Inc. $488M
- Nia Impact Capital $459M
- Contango Wealth Management LLC $123M
- Granite Capital $315M
- Focused Finances, LLC $68M
See all 17 fee-only advisers in Oakland →
Nearby
- Emeryville 2 firms
- Alameda 2 firms
- Berkeley 10 firms
- Orinda 5 firms
- Albany 2 firms
- San Francisco 144 firms
- El Cerrito 1 firm
- Moraga 4 firms
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