Harvard Avenue Investment Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harvard Avenue provides fee-only, discretionary portfolio management and financial planning to individual investors, including high‑net‑worth clients and retirement plans, typically with a stated account minimum of $250,000. Services include ongoing portfolio construction and monitoring, advice on fixed‑income instruments and limited counseling on individual equities, and the firm also notes it may offer educational financial classes.
The firm’s investment approach is rooted in Modern Portfolio Theory and a long‑term, buy‑and‑hold orientation that emphasizes low‑cost, low‑turnover mutual funds and ETFs; the brochure specifically references funds and research from Dimensional Fund Advisors, Avantis, and Vanguard. Harvard Avenue uses broad global diversification, may employ Monte Carlo analysis in planning, and can implement laddered, date‑certain fixed‑income strategies when a client’s allocation size makes that approach appropriate.
A distinctive feature called out in the brochure is Harvard Avenue’s offering of educational seminars and classes at no charge, which the firm highlights as part of its client education efforts and is less common among peers. The small advisory team brings accounting and technical backgrounds to its practice, operates on a fee‑only basis with no performance‑based fees or custodial acceptance, and documents standing transfer authority arrangements where clients request them while describing controls intended to address related risks.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.9% $1,000,000 - $2,000,000: 0.5% $2,000,000+: 0.3%
Account minimum: $250,000.00 Fee-only: Fee-only, no commissions or performance-based fees
Main office
Gilbert AZ
Advisors at this office
3
Most active in
Arizona · Texas · Utah
Also doing business as
Harvard Avenue · Harvard Avenue Consultants, LLC · Harvard Avenue Investment Advisory
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
Advisors at this firm
Jered S
Series 63, Series 65
Gilbert, AZ
Harvard Avenue Investment Advisory
Jered Skousen is a financial advisor with Harvard Avenue Investment Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Harvard Avenue since 2018 and previously at Vestory, LLC from 2013 to 2018. Skousen co-owns Healer's Art, LLC, a business operated by his wife, though he does not devote time to it. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning services primarily to individual investors, including high-net-worth clients and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing low-cost, low-turnover mutual funds and ETFs, along with broad global diversification and educational seminars offered at no charge.
Adam S
Series 65
Gilbert, AZ
Harvard Avenue Investment Advisory
Adam Skousen is a financial advisor at Harvard Avenue Investment Advisory with four years of industry experience. He holds a Series 65 credential and has prior work experience at Brigham Young University and Mesquite High School. Outside of his advisory role, he has worked as a computer technician supporting a university humanities department. Harvard Avenue Investment Advisory provides fee-only, discretionary portfolio management and financial planning primarily for individual investors, including high-net-worth clients and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on low-cost mutual funds and ETFs, and offers educational seminars to clients at no charge.
David S
Series 65
Gilbert, AZ
Harvard Avenue Investment Advisory
David Shelton is a financial advisor at Harvard Avenue Investment Advisory in Gilbert, AZ, holding a Series 65 designation. He joined the firm in 2026 and has prior experience with the Department of Treasury, Internal Revenue Service, where he worked for over 22 years. Harvard Avenue provides fee-only, discretionary portfolio management and financial planning to individual investors, including high-net-worth clients and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing low-cost, low-turnover mutual funds and ETFs, and includes educational seminars offered at no charge.
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