A complete list of active advisors currently associated with Harper Wealth Management LLC

Warmer can help you find a great advisor at Harper Wealth Management LLC or one who fits your needs even better.

Harper Wealth Management LLC offers ongoing portfolio management and financial planning services primarily to individual and high‑net‑worth clients, supplying investment policy statements and typically managing accounts on a discretionary basis. The firm is newly registered (January 2026) and reported no assets under management as of its filing. The firm describes an investment process that combines cyclical analysis and modern portfolio theory, using both long‑ and short‑term trading to implement strategies tailored to each client’s IPS and risk profile. HWM generally recommends ETFs (including precious‑metals sector ETFs), mutual funds, fixed income, annuities and non‑U.S. securities, and provides retirement‑account fiduciary advice when applicable. A noteworthy aspect of HWM is its stated practice — uncommon among peer investment managers — of selecting and monitoring third‑party managers or other advisers (TPMs) to manage client assets, with the firm retaining oversight while TPMs may provide back‑office platform services. The brochure also discloses features that could shape client work: access to third‑party estate‑document software, the firm’s primary representative holding multiple retirement and senior‑planning credentials, and that representative’s ongoing insurance agency activity, each accompanied by policies and disclosures intended to address related conflicts.

To learn more about the advisors currently working at Harper Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Harper	Gilbert, AZ	14

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support