# Marcos Alvaro

> Marcos Alvaro is a fee-only financial advisor at Harbor Hills Financial Advisors in Montecito, California. Harbor Hills Financial Advisors reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marcos-alvaro/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Harbor Hills Financial Advisors
- **Based in:** Montecito, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $128M across 264 accounts
- **CRD:** 5958295 (https://adviserinfo.sec.gov/individual/summary/5958295)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2011), Series 65 (2023)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.harborhillsinc.com

## Frequently asked questions

### Is Marcos Alvaro a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marcos holds no broker registration, and Harbor Hills Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marcos charge for financial advice?

Marcos's firm, Harbor Hills Financial Advisors, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Marcos Alvaro based?

Marcos Alvaro is based in Montecito, California.

### Is Marcos Alvaro registered with the SEC?

Yes. Marcos Alvaro is registered as an investment adviser representative in CA (CRD 5958295), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Harbor Hills Financial Advisors manage?

Harbor Hills Financial Advisors reports $128M across 264 accounts in assets under management.

### How do I contact Marcos Alvaro?

Through Marcos's website, www.harborhillsinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5958295): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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