# William Harmon

> William Harmon is a fee-only financial advisor at Harmon Financial Advisors in Flowood, Mississippi, who holds the CFP and PFS credentials. Harmon Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Harmon Financial Advisors
- **Based in:** Flowood, Mississippi
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $16.4M across 14 accounts
- **Credentials:** CFP, PFS
- **CRD:** 2670444 (https://adviserinfo.sec.gov/individual/summary/2670444)
- **SEC registration:** Investment adviser representative in LA, MS
- **Exams passed:** Series 63 (1995), Series 65 (1995), Series 66 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://harmonizefinancial.com/

## Frequently asked questions

### Is William Harmon a fee-only financial advisor?

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

### How does William charge for financial advice?

William's firm, Harmon Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Harmon based?

William Harmon is based in Flowood, Mississippi.

### What credentials does William Harmon hold?

William Harmon holds the CFP and PFS credentials.

### Is William Harmon registered with the SEC?

Yes. William Harmon is registered as an investment adviser representative in LA and MS (CRD 2670444), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Harmon Financial Advisors manage?

Harmon Financial Advisors reports $16.4M across 14 accounts in assets under management.

### How do I contact William Harmon?

Through William's website, harmonizefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2670444): 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.