Troy Harmon
Due West Wealth Advisors · Marietta, Georgia
Troy Harmon is a fee-only financial advisor at Due West Wealth Advisors in Marietta, Georgia, who holds the CFA credential. Due West Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Early-career professionals
Facts
| Firm | Due West Wealth Advisors |
|---|---|
| Based in | Marietta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.2M across 12 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 6693859 |
| Exams passed | Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | duewestwealth.com |
| Profile |
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Questions about Troy
Is Troy Harmon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and Due West Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Troy charge for financial advice?
Troy's firm, Due West Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Troy charge?
According to Due West Wealth Advisors's website, checked October 30, 2026: no asset minimum.
Where is Troy Harmon based?
Troy Harmon is based in Marietta, Georgia.
What credentials does Troy Harmon hold?
Troy Harmon holds the CFA credential.
Is Troy Harmon registered with the SEC?
Yes. Troy Harmon is registered as an investment adviser representative in GA (CRD 6693859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Due West Wealth Advisors manage?
Due West Wealth Advisors reports $1.2M across 12 accounts in assets under management.
How do I contact Troy Harmon?
Through Troy's website, duewestwealth.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
- Due West Wealth 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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