Adam Skousen
Harvard Avenue · Gilbert, Arizona
Adam Skousen is a fee-only financial advisor at Harvard Avenue in Gilbert, Arizona. Adam charges a percentage of assets (0.9% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Harvard Avenue |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.9% a year on the first tier of assets managed |
| Assets under management | $64.6M across 531 accounts |
| SEC registration | Investment adviser representative in AZ, UT · CRD 7628991 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.harvardave.com |
| Profile |
How Adam's firm compares
- Harvard Avenue's average account is about $122,000, from its Form ADV (assets managed divided by 531 accounts).
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Questions about Adam
Is Adam Skousen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Harvard Avenue 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 charges a percentage of assets.
How much does Adam charge?
According to Harvard Avenue's website, checked October 30, 2026: 0.9% a year on the first tier of assets managed.
Where is Adam Skousen based?
Adam Skousen is based in Gilbert, Arizona.
What does Adam specialize in?
Adam's specialties include retirement planning, estate & legacy planning and tax planning.
Is Adam Skousen registered with the SEC?
Yes. Adam Skousen is registered as an investment adviser representative in AZ and UT (CRD 7628991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harvard Avenue manage?
Harvard Avenue reports $64.6M across 531 accounts in assets under management.
How do I contact Adam Skousen?
Through Adam's website, www.harvardave.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
- Harvard Avenue 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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