Harmonized Finance

Harmonized Finance at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee.

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Harmonized Finance fees

Harmonized Finance doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Bryan Ruiz

  CFP