Harlow Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$414,619,661
Clients
649
Advisors
7
of 16 employees
About
Harlow Wealth Management is a registered investment adviser that serves individuals (including high‑net‑worth clients), 401(k) participants, trusts, estates, and businesses. The firm offers ongoing investment management, access to third‑party sub‑advisors and model portfolios, and standalone fee‑only financial planning engagements.
The firm typically implements client portfolios through recommended sub‑advisors and AEWM’s managed account/wrap program, combining core index strategies with satellite allocations to align with clients’ stated goals, risk tolerance, and liquidity needs. Harlow conducts periodic reviews, customizes restrictions where requested, and provides ongoing monitoring and client education as part of its advisory relationships.
Noteworthy distinctions include a disclosed 2011 regulatory order related to an unsuitable insurance recommendation that resulted in a small monetary fine, and an affiliated insurance agency through which some advisors may receive commissions, a conflict the firm discloses and disclaims. Harlow also regularly publishes educational content (articles, e‑newsletters, e‑seminars), holds no‑charge client events and workshops, and notes the potential to use compensated testimonials or referrals under the Marketing Rule (it currently does not utilize paid testimonials).
Client services
Expertise
Fee options
Fixed fees for stand-alone financial planning engagements, generally $5,000 to $50,000 depending on complexity
Startup to $1 million - $1 million: 1.00% $1 million - $4 million: 0.75% $4 million - $8 million: 0.60% $10 million - $20 million: 0.35% $20 million+: Fixed Dollar (amount not specified)
Commissions earned from sale of insurance products through affiliate Harlow Insurance Agency, LLC
Account minimum: $500,000 (may be waived at Firm's discretion) Fee-only: Stand-alone financial planning fees generally range from $5,000 to $50,000 (fixed fee)
Main office
400 East Mill Plain Blvd., Suite 200
Vancouver WA 98660
Advisors at this office
7
Most active in
Arizona · California · Colorado · Oregon · Texas · Washington
Also doing business as
Harlow Wealth Management, Inc. · Name 317 · Nw Tax & Wealth Advisory Group, Inc. · Nw Tax Advisory Group · Nw Tax Advisory Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel E
CFP®, Series 65
Vancouver, WA
Harlow Wealth Management, Inc.
Daniel Erickson is a CFP® professional with 12 years of experience, currently serving at Harlow Wealth Management, Inc. in Vancouver, WA. He has been with the firm since 2013 and is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, combining financial planning with investment management. The firm utilizes third-party Sub-Advisors and model portfolios, offering clients customized strategies and discretionary management when engaged.
Thomas S
Series 65
Vancouver, WA
Harlow Wealth Management, Inc.
Thomas Snyder is a Series 65 licensed financial advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with two years of industry experience. He has worked with Harlow Wealth Management in various capacities since 2022 and is also involved with Harlow Insurance Agency. Harlow Wealth Management serves individuals, including high-net-worth clients, as well as 401(k) participants, trusts, estates, and businesses. The firm offers investment management and financial planning, typically implementing client portfolios through recommended sub-advisors and managed account programs that combine core index strategies with satellite allocations.
Aaron A
CFP®, Series 65
Vancouver, WA
Harlow Wealth Management, Inc.
Aaron Argiso is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Harlow Wealth Management, Inc. and has prior experience at Fisher Investments. Argiso is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, plan participants, trusts, estates, and businesses by providing investment management, financial planning, and insurance products through its affiliated agency. The firm employs a combination of third-party Sub-Advisors and model portfolios, tailoring allocations to client objectives and risk tolerances while maintaining client oversight and relationship management.
Christopher H
Series 65
Vancouver, WA
Harlow Wealth Management, Inc.
Christopher Harlow is a financial advisor with Harlow Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation and 13 years of industry experience. He has been with Harlow Wealth Management since 2012 and is also involved with Harlow Insurance Agency, LLC as an insurance producer. Harlow Wealth Management serves individuals, retirement plan participants, trusts, estates, and businesses, providing investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm uses a combination of index strategies and active allocations, working with third-party Sub-Advisors while maintaining client oversight and relationship management.
John A
Series 65
Vancouver, WA
Harlow Wealth Management, Inc.
John Aarhus is a Series 65-licensed advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with three years of industry experience. Prior to his financial advisory career, he spent sixteen years with the Federal Aviation Administration. He is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, offering investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm employs a combination of index strategies and active allocations through third-party Sub-Advisors, tailoring portfolios to client objectives and risk tolerances.
Alex D
CFP®, Series 63, Series 65
Vancouver, WA
Harlow Wealth Management, Inc.
Alex Diaz is a Certified Financial Planner® at Harlow Wealth Management, Inc. in Vancouver, WA, with eight years of industry experience. He has worked at Harlow Wealth Management since 2021 and has experience at Instrument Northwest, Tapani Construction, and Banner Bank. Diaz is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers investment management, financial planning, and access to third-party sub-advisors, combining core index strategies with satellite allocations tailored to clients’ goals and risk tolerance.
Anthony D
Series 65
Vancouver, WA
Harlow Wealth Management, Inc.
Anthony Dobberfuhl is a Series 65 licensed advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with one year of industry experience. He previously worked at Fisher Investments for several years and at Home Depot early in his career. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers ongoing investment management and financial planning, typically implementing portfolios through recommended sub-advisors and managed account programs that combine core index strategies with satellite allocations tailored to client goals and risk tolerance.
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