Advisor at Harmony Asset 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
Harmony Asset Management LLC
Location
Auburn, AL
Credentials
Series 63, Series 65
Industry experience
40 years
Stuart Henley is a financial advisor with Harmony Asset Management LLC in Auburn, AL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Calton & Associates, Inc. He has been with Harmony Asset Management since 2018. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations. The firm emphasizes long-term, risk-averse total-return strategies using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time trades.
Based on Harmony Asset Management LLC
Based on Harmony Asset Management LLC
Financial planning one-time fees starting at $5,000; Harmony Wealth Academy programs range from $97 to $5,000
$0 - $500,000: 2.00% $501,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.65% Above $3,000,000+: Negotiable
Certain advisory professionals receive commissions for insurance product sales
Additional financial planning work charged at $300/hour
Harmony Wealth Academy program fees ranging from $97 to $5,000 per program
Account minimum: $500,000 Fee-only: Financial planning fees typically start at $5,000 (one-time negotiated fee); additional hourly work charged at $300/hour
Auburn, AL
Alabama
Harmony Asset Management LLC
2018 - Present (8 years)
Calton & Associates, Inc.
2018 - 2018 (1 year)
UNEMPLOYED
2018 - 2018 (1 year)
Morgan Stanley Private Bank, National Association
2015 - 2018 (3 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.
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