Harold Sawyer
Westover Capital Advisors · Wilmington, Delaware
Harold Sawyer is a fee-only financial advisor at Westover Capital Advisors in Wilmington, Delaware, who holds the CFA credential. Harold focuses on tax planning, estate & legacy planning and retirement planning. Westover Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Retirees
- High earners
Facts
| Firm | Westover Capital Advisors |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $652.9M across 794 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT, DE, PA, VA · CRD 5562480 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.westovercapital.com |
| Profile |
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Questions about Harold
Is Harold Sawyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harold holds no broker registration, and Westover Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Harold charge for financial advice?
Harold's firm, Westover Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Harold Sawyer based?
Harold Sawyer is based in Wilmington, Delaware.
What does Harold specialize in?
Harold's specialties include tax planning, estate & legacy planning and retirement planning. Harold works with executives, founders, retirees and high earners.
What credentials does Harold Sawyer hold?
Harold Sawyer holds the CFA credential.
Is Harold Sawyer registered with the SEC?
Yes. Harold Sawyer is registered as an investment adviser representative in CT, DE, PA and VA (CRD 5562480), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Westover Capital Advisors manage?
Westover Capital Advisors reports $652.9M across 794 accounts in assets under management.
How do I contact Harold Sawyer?
Through Harold's website, www.westovercapital.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
- Westover Capital Advisors 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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