Marcos Alvaro
Harbor Hills Financial Advisors · Montecito, California
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.
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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 | $128M across 264 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5958295 |
| Exams passed | Series 63 (2011) · Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.harborhillsinc.com |
How Marcos's firm compares
- Harbor Hills Financial Advisors's average account is about $485,000, from its Form ADV (assets managed divided by 264 accounts).
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Questions about Marcos
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.
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
- 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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