Harmony Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,832,500
Clients
25
Advisors
1
of 1 employees
About
Harmony Wealth Advisors, LLC provides ongoing portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations and charitable organizations. The firm manages about $22 million in client assets across roughly 25 accounts and generally requires a $100,000 account minimum.
Harmony documents each client’s goals and constraints in an Investment Policy Statement and uses cyclical and fundamental analysis together with modern portfolio theory to implement long‑term strategies across mutual funds, equities, ETFs, fixed income, REITs, TIPS and private placements. The brochure states the firm does not have investment discretion—clients retain trading authority—while the adviser conducts monthly account reviews and provides quarterly custodian reporting.
Notable differences from many peers include an affiliation under common control with an accounting firm, which the brochure says may facilitate coordination of advisory and accounting services but can create potential conflicts that clients may decline. The firm’s assets are reported as primarily non‑discretionary, it requires custody at Schwab Institutional, and it does not aggregate trades for block execution, practices that can affect execution and operational handling relative to other advisors.
Client services
Expertise
Fee options
Financial planning fees between $1,250 and $5,000, negotiable
$100,000 - $499,999: 1.25% $500,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.65%
Account minimum: $100,000 Minimum fee: $1,250 minimum annual fee for clients not meeting $100,000 minimum
Main office
48 S South River Road, Suite 101
Edgewater MD 21037
Advisors at this office
1
Most active in
Maryland · Texas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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