Harmony Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harmony Wealth serves individual households, including higher-net-worth clients, and sponsors of employer-sponsored retirement plans. The firm offers investment management alongside tiered financial planning services (ranging from a limited-scope, one-time engagement to ongoing comprehensive planning) as well as retirement plan consulting and fiduciary services for plan sponsors.
The firm typically implements passively oriented, asset-class portfolios constructed with index mutual funds and ETFs and guided by an individualized asset-allocation policy, while also incorporating fundamental and technical analysis where appropriate. Financial planning engagements include implementation support and periodic monitoring for ongoing clients, and a separate, limited-scope planning option designed for clients earlier in the accumulation phase.
What is noteworthy about this small, solo-registered adviser (managing roughly $7.3 million for about 37 clients) is its combination of services that are uncommon for firms its size: it provides educational seminars/workshops and offers pension consulting including both 3(21) advisory and 3(38) discretionary retirement plan services. The firm’s principal holds the CFP designation and the practice includes targeted programs for business-owner planning and income-based, single-session advice, along with pro bono client education activity.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Attune My Wealth Plan fixed fees: $1,500 up to $100,000 income; $2,500 for $100,000 to $150,000 income; $3,500 for $150,000 to $200,000 income.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.70%
Additional questions after Attune My Wealth Plan final meeting charged at $400 per hour.
Minimum fee: Minimum annual fee of $5,000 for Investment Management Services; minimum annual fee of $5,000 for CorePLAN Financial Planning Services; minimum annual fee of $10,000 for CorePLAN+ Financial Planning Services. Fee-only: CorePLAN Financial Planning Services: Initial fee $1,000 plus ongoing monthly fee (minimum $5,000 annually); CorePLAN+ Financial Planning Services: Initial fee $1,500 plus ongoing monthly fee (minimum $10,000 annually); Attune My Wealth Plan: Fixed fee ranging from $1,500 to $3,500 depending on household income.
Main office
Madison WI
Advisors at this office
1
Most active in
Texas · Wisconsin
Also doing business as
Harmony Wealth · Harmony Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
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