Rebecca Noss is a CFP, ChFC-designated registered investment advisor at Healthy Wealth, based in Boiling Springs, PA, with 1 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more. Their firm serves 16 clients with $8.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from $345 to $1,800 per month, depending on the client's needs and the complexity of their situation. The minimum annual fee for investment management is $4,140. For clients who elect investment management and ongoing financial planning, planning fees will be partially or fully offset by investment management fees.
Contact
Rebecca Noss
Location
Boiling Springs, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Healthy Wealth
Previous Registrations
Apforia
State Registrations3 states
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Additional Information
I specialize in planning for military, veterans, military medical professionals, public student loan forgiveness, federal employees, and tax planning. I have had the privilege of assisting numerous soldiers, sailors, airmen, marines, federal civil servants and veterans to navigating the complexities of maximizing long-term tax efficiency, securing retirement, harnessing benefits to achieve life goals, and attaining financial peace of mind. Having spent 15 years married to a military physician, I possess an intimate understanding of the nuances of military life.