Firm
Global Wealth Harbor, LLC.
Danville, California
Fee-only
Global Wealth Harbor, LLC. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 19 individual clients, 3 of them high net worth.
- Its average account is about $178,000 (assets it manages divided by its 29 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the California median of $6,000.
- Advice is offered in Chinese and English.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Danville, California |
|---|---|
| Website | globalwealthharbor.com |
| [email protected] | |
| Phone | (347) 924-5136 |
Global Wealth Harbor, LLC. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 0.75% to 1.25% a year |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Ongoing financial planning advice with a monthly subscription fee between $100 and $800" source
"One-time financial plan with a flat fee ranges from $500 to $8,000 depending on the complexity of the plan" source
"A management fee of 0.75% – 1.25% of the investments under our management" source
"A management fee of 0.75% – 1.25% of the investments under our management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 16 |
| High-net-worth clients | 3 |
| Accounts managed | 29 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 315907 |