Alicia Ivancovich is a CFP-designated registered investment advisor at Financially Healthy, LLC, based in Oakland, CA, with 26 years of industry experience. Alicia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 60 clients with $57M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1999 Harrison Street, Suite 1800, Oakland, CA, 94612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financially Healthy, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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