Firm
Harvard Avenue
Gilbert, Arizona
Fee-only
Harvard Avenue at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 131 individual clients, 16 of them high net worth.
- Its average account is about $122,000 (assets it manages divided by its 531 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Gilbert, Arizona |
|---|---|
| Website | harvardave.com |
| Phone | (480) 236-0714 |
Harvard Avenue fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $1,000,000 - 0.9%" source
"Over $2,000,000 - 0.3%" source
"Up to $1,000,000 - 0.9%" source
"the client pays Harvard Avenue an annual advisory fee, which is collected quarterly in advance, based on the value of assets under 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 |
|---|---|
| Assets managed | $65 million |
| Individual clients | 115 |
| High-net-worth clients | 16 |
| Accounts managed | 531 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 291787 |