# Jose Alvarez

> Jose Alvarez is a fee-only financial advisor at Harvest Horizon Wealth in Amery, Wisconsin, who holds the CFP and MBA credentials. Harvest Horizon Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jose-alvarez/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Harvest Horizon Wealth
- **Based in:** Amery, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $8.8M across 78 accounts
- **Credentials:** CFP, MBA
- **CRD:** 7388017 (https://adviserinfo.sec.gov/individual/summary/7388017)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://harvesthorizonwealth.com

## Frequently asked questions

### Is Jose Alvarez a fee-only financial advisor?

Yes. Jose Alvarez is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jose's firm.

### How does Jose charge for financial advice?

Jose's firm, Harvest Horizon Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jose Alvarez based?

Jose Alvarez is based in Amery, Wisconsin.

### What credentials does Jose Alvarez hold?

Jose Alvarez holds the CFP and MBA credentials.

### Is Jose Alvarez registered with the SEC?

Yes. Jose Alvarez is registered as an investment adviser representative in WI (CRD 7388017), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Harvest Horizon Wealth manage?

Harvest Horizon Wealth reports $8.8M across 78 accounts in assets under management.

### How do I contact Jose Alvarez?

Through Jose's website, harvesthorizonwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jose-alvarez-20558): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.