Firm
Harmony Wealth
Madison, Wisconsin
Fee-only
Harmony Wealth at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 37 individual clients, 2 of them high net worth.
- Its average account is about $156,000 (assets it manages divided by its 47 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Madison, Wisconsin |
|---|---|
| Website | planwithharmony.com |
| [email protected] | |
| Phone | (608) 571-4399 |
Harmony Wealth fees
Harmony Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 35 |
| High-net-worth clients | 2 |
| Accounts managed | 47 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 314817 |