Adam Harding
Harding Wealth · Tempe, Arizona
Adam Harding is a fee-only financial advisor at Harding Wealth in Tempe, Arizona, who holds the CFP credential. Adam focuses on retirement planning, estate & legacy planning and tax planning. Harding Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Harding Wealth |
|---|---|
| Based in | Tempe, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $212.6M across 573 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, ID · CRD 6055895 |
| Exams passed | Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.hardingwealth.com |
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Questions about Adam
Is Adam Harding a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Harding Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Harding Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Adam charge?
According to Harding Wealth's website, checked October 30, 2026: a $1,000,000 asset minimum.
Does Adam work with clients virtually?
Yes. Harding Wealth says on its website that it works with clients remotely.
Where is Adam Harding based?
Adam Harding is based in Tempe, Arizona.
What does Adam specialize in?
Adam's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Adam works with retirees, pre-retirees and multi-generational families.
What credentials does Adam Harding hold?
Adam Harding holds the CFP credential.
Is Adam Harding registered with the SEC?
Yes. Adam Harding is registered as an investment adviser representative in AZ and ID (CRD 6055895), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harding Wealth manage?
Harding Wealth reports $212.6M across 573 accounts in assets under management.
How do I contact Adam Harding?
Through Adam's website, www.hardingwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Harding Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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