Financially Healthy was founded in 2011 by Alicia Ivancovich, a fee-only Certified Financial Planner...
There is no minimum asset level required to be a Financially Healthy client. While some advisory firms have investment minimums of $1 million or more, Financially Healthy works with many clients with less than $1 million in investable assets because this is an underserved market with many needs. The firm's asset management fees range from 0.25%-0.95%/year depending upon account size.