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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-25-2025
- Office Locations
- 1
Office Locations
About Healthyfp
HealthyFP (wHealthyFP LLC) is a fee-only, fiduciary RIA registered in Pennsylvania providing virtual financial planning, investment management, and standalone tax preparation for busy professionals, healthcare providers, business owners, families, and retirees nationwide. The firm integrates tax planning with retirement and cash-flow guidance, and typically implements portfolios using ETFs. Client assets are custodied at Altruist or Schwab, and the firm does not charge AUM-based fees.
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Fund Managers
Investment Themes
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Owner & Executives
Robert Philip Wolfe
financial planner
- CRD
- #6788314
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,809 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,809 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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