Jose Alvarez
Harvest Horizon Wealth · Amery, Wisconsin
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.
Request an introduction to Jose →
Facts
| Firm | Harvest Horizon Wealth |
|---|---|
| Based in | Amery, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.8M across 78 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in WI · CRD 7388017 |
| Exams passed | Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | harvesthorizonwealth.com |
How Jose's firm compares
- Harvest Horizon Wealth's average account is about $113,000, from its Form ADV (assets managed divided by 78 accounts).
Request an introduction to Jose
Tell Jose a little about what you're looking for. Jose isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jose
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.