Fee-only adviser · North Palm Beach, FL
Wellth Financial Planning
Wellth Financial Planning is a fee-only investment adviser registered with the securities regulators of Florida, Louisiana, Pennsylvania, with a mailing address in North Palm Beach, Florida (its office is a private residence, so the street address is not published). On its latest Form ADV, filed July 16, 2026, it reports $12M in regulatory assets under management, 39 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: Florida, Louisiana, Pennsylvania |
|---|---|
| Firm CRD number | 310300 |
| Office | North Palm Beach, FL (mailing address; office not published) |
| Phone | (561) 972-8011 |
| Website | www.wellthfp.com |
| Regulatory assets under management | $12M |
| Individual clients | 34 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 16, 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.
- 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 North Palm Beach
- Certuity, LLC $3.3B
- Aureum Wealth Management, LLC $151M
- Primoris Wealth Advisors, LLC $230M
See all 4 fee-only advisers in North Palm Beach →
Nearby
- Juno Beach 2 firms
- Palm Beach Gardens 20 firms
- Riviera Beach 1 firm
- Jupiter 11 firms
- West Palm Beach 21 firms
- Palm Beach 9 firms
- Royal Palm Beach 1 firm
- Lake Worth Beach 1 firm
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