# Talkabouthealth DBA Advizmo

> 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.

- CRD: 337485
- Filed as: TALKABOUTHEALTH DBA ADVIZMO
- Legal name: Talkabouthealth, Inc.
- Also doing business as: ADVIZMO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337485
- AdvisorCensus page: https://advisorcensus.com/firm/talkabouthealth-dba-advizmo-337485

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Fees and minimums (Form ADV Part 2A brochure dated April 21, 2026)

- Asset-based fee: 0.25% of assets a year

> 0.25% per year of assets under management

- Account minimum: None

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $5,000
- Discretionary: $5,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $5,000 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [advizmo.com](https://advizmo.com)
- [advizmo.substack.com](https://advizmo.substack.com)
- Facebook facebook.com
- LinkedIn @106480808
- X @advizmo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 3 | July 8, 2025 |
| October 2026 | $5,000 | 3 | September 9, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Talkabouthealth DBA Advizmo (CRD 337485): Form ADV filing data as of October 2026.