Harvest Horizon Wealth
Amery, Wisconsin
Harvest Horizon 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 33 individual clients, 12 of them high net worth.
- Its average account is about $113,000 (assets it manages divided by its 78 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Amery, Wisconsin |
|---|---|
| Website | harvesthorizonwealth.com |
Questions about Harvest Horizon Wealth
How is Harvest Horizon Wealth paid?
Harvest Horizon Wealth's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Harvest Horizon Wealth have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Harvest Horizon Wealth.
What is the average account at Harvest Horizon Wealth?
Harvest Horizon Wealth's average account is about $113,000. That's the assets on its Form ADV divided by its 78 accounts.
Harvest Horizon Wealth fees
Harvest Horizon Wealth 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 21 |
| High-net-worth clients | 12 |
| Accounts managed | 78 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 334859 |
Advisors at this firm (1)
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