Advisor at Harper Wealth Management LLC
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.
Firm
Harper Wealth Management LLC
Location
Gilbert, AZ 85295
Credentials
CFP®, ChFC®, Series 63
Industry experience
14 years
James Harper is a CFP® and ChFC® with 14 years of industry experience. He is the principal of Harper Wealth Management LLC, a firm he founded after working at several financial services and wealth management companies. Outside of his advisory work, he is a partner in A-10 Transport, a FedEx contractor business. Harper Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of cyclical analysis and modern portfolio theory, incorporating both long- and short-term trading strategies, and uniquely offers oversight of third-party managers alongside direct asset management.
Based on Harper Wealth Management LLC
Based on Harper Wealth Management LLC
Financial planning fees range from $0 to $10,000 per engagement per year; fees are negotiable and can be fixed one-time fees or ongoing fees.
$0.00 - $250,000.00: 1.55% $250,000.01 - $500,000.00: 1.35% $500,000.01 - $1,000,000.00: 1.25% $1,000,000.01 - $1,500,000.00: 0.98% $1,500,000.01 - $2,000,000.00: 0.88% $2,000,000.01 - $5,000,000.00: 0.75% $5,000,000.01 - $10,000,000.00: 0.61% $10,000,000.01+: 0.50%
Account minimum: No account minimum for any of HWM’s services.
1760 E Pecos Rd, Suite 310
Gilbert, AZ 85295
Arizona
Harper Wealth Management LLC
2025 - Present (1 year)
JS Harper Financial Services, LLC dba Harper Wealth
2021 - 2022 (1 year)
A-10 Transport
2019 - Present (7 years)
Trajan Wealth, LLC
2019 - 2021 (2 years)
AE Wealth Management, LLC
2018 - 2019 (1 year)
Empire Wealth Advisors Inc.
2015 - 2018 (3 years)
JS Harper Financial Services, LLC dba Precision Tax & Financial
2005 - 2019 (14 years)
Self Employed
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 65
Gilbert, AZ
Kingdom Wealth Advisers
Series 66
Chandler, AZ
Vibrant Wealth
CFP®, JD
Mesa, AZ
Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
CFP®, Series 63
Queen Creek, AZ
Flight Capital Management, LLC
CFP®, Series 63, Series 65
Tempe, AZ
Estate & Retirement Strategies LLC
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