Alex Diaz
Advisor at Harlow Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Harlow Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98660
Credentials
CFP®, Series 63, Series 65
Industry experience
7 years
Alex Diaz is a CFP® professional with seven years of experience in the financial services industry. He is currently with Harlow Wealth Management, Inc. and Harlow Insurance Agency, LLC. His prior experience includes roles at Instrument Northwest, Tapani Construction, Banner Bank, and Key Bank. Harlow Wealth Management serves individuals, retirement plan participants, trusts, estates, and businesses by providing investment management, financial planning, and access to insurance products through an affiliated agency. The firm uses third-party Sub-Advisors and model portfolios with a core of index strategies complemented by active allocations, offering customized solutions aligned with client objectives and risk tolerances.
Based on Harlow Wealth Management, Inc.
Based on Harlow Wealth Management, Inc.
Fixed fees for stand-alone financial planning engagements, generally $5,000 to $50,000 depending on complexity
Startup to $1 million - $1 million: 1.00% $1 million - $4 million: 0.75% $4 million - $8 million: 0.60% $10 million - $20 million: 0.35% $20 million+: Fixed Dollar (amount not specified)
Commissions earned from sale of insurance products through affiliate Harlow Insurance Agency, LLC
Account minimum: $500,000 (may be waived at Firm's discretion) Fee-only: Stand-alone financial planning fees generally range from $5,000 to $50,000 (fixed fee)
400 East Mill Plain Blvd., Suite 200
Vancouver, WA 98660
Washington
Harlow Insurance Agency, LLC
2024 - Present (2 years)
Harlow Wealth Management, Inc.
2021 - Present (5 years)
Harlow Wealth Management, Inc
2021 - 2024 (3 years)
Instrument Northwest
2019 - 2021 (2 years)
Tapani Construction
2018 - 2019 (1 year)
Banner Bank
2016 - 2018 (2 years)
key Investment Services
2015 - 2016 (1 year)
KEY BANK
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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