AdvisorCensus / Financial advisors / Talkabouthealth DBA Advizmo
Talkabouthealth DBA Advizmo
Filed as TALKABOUTHEALTH DBA ADVIZMO · Legal name Talkabouthealth, Inc.
Talkabouthealth DBA Advizmo is an SEC-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is Talkabouthealth DBA Advizmo compensated?
On its Form ADV (Item 5.E, October 2026), Talkabouthealth DBA Advizmo reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical).
How much does Talkabouthealth DBA Advizmo charge?
Its Form ADV Part 2A brochure dated April 21, 2026 states: Asset-based fee: 0.25% of assets a year; Subscription: $2.99 to $14.99 a month (non-advisory platform services); Subscription: $29.99 to $99.99 a year (non-advisory platform services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Talkabouthealth DBA Advizmo registered with the SEC or a state?
Talkabouthealth DBA Advizmo is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337485.
How much does Talkabouthealth DBA Advizmo manage?
Talkabouthealth DBA Advizmo reports $5,000 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).
How have Talkabouthealth DBA Advizmo's assets and staff changed since 2025?
In the Form ADV data for Talkabouthealth DBA Advizmo: Regulatory assets under management: $0 in the October 2025 data and $5,000 in the October 2026 data. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Talkabouthealth DBA Advizmo serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).
Does Talkabouthealth DBA Advizmo report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337485
Does Talkabouthealth DBA Advizmo state an account minimum?
Its Form ADV Part 2A brochure dated April 21, 2026 says: "We do not impose minimum account size requirements, making our investment advisory services accessible to investors at various asset levels."
What changed in Talkabouthealth DBA Advizmo's recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $1,000 to $5,000 (+400%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% of assets a year
The brochure's wording
0.25% per year of assets under management
Account minimum: None
The brochure's wording
We do not impose minimum account size requirements, making our investment advisory services accessible to investors at various asset levels.
Subscription: $2.99 to $14.99 a month (non-advisory platform services)
The brochure's wording
Advizmo charges a platform subscription fee for its non-advisory platform services. Subscription fees range from $2.99 to $14.99 per month or $29.99 to $99.99 per year
Subscription: $29.99 to $99.99 a year (non-advisory platform services)
The brochure's wording
Advizmo charges a platform subscription fee for its non-advisory platform services. Subscription fees range from $2.99 to $14.99 per month or $29.99 to $99.99 per year
As stated in the firm's Form ADV Part 2A brochure dated April 21, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$5,000 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Talkabouthealth, Inc.
- Also doing business as
- ADVIZMO
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $5,000 | 3 | September 9, 2026 |
| October 2025 | $0 | 3 | July 8, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $5,000 in the October 2026 data.
Total employees: 3 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $1,000 to $5,000 (+400%).
- March 2026
- Regulatory assets under management went from $0 to $1,000.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Talkabouthealth DBA Advizmo (CRD 337485): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/talkabouthealth-dba-advizmo-337485