Dale Boettcher
Harmony Asset Management · Scottsdale, Arizona
Dale Boettcher is a fee-only financial advisor at Harmony Asset Management in Scottsdale, Arizona. Harmony Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Harmony Asset Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $462.5M across 602 accounts |
| SEC registration | Investment adviser representative in AZ, FL · CRD 1228871 |
| Exams passed | Series 63 (1984) · Series 65 (1999) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.harmonyam.com |
| Profile |
How Dale's firm compares
- Harmony Asset Management's average account is about $768,000, from its Form ADV (assets managed divided by 602 accounts).
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Questions about Dale
Is Dale Boettcher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dale holds no broker registration, and Harmony Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dale charge for financial advice?
Dale's firm, Harmony Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dale Boettcher based?
Dale Boettcher is based in Scottsdale, Arizona.
Is Dale Boettcher registered with the SEC?
Yes. Dale Boettcher is registered as an investment adviser representative in AZ and FL (CRD 1228871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harmony Asset Management manage?
Harmony Asset Management reports $462.5M across 602 accounts in assets under management.
How do I contact Dale Boettcher?
Through Dale's website, www.harmonyam.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
- Harmony Asset Management 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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