Advisor at Harvest Horizon Wealth Strategies
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
Harvest Horizon Wealth Strategies
Location
Amery, WI 54001
Credentials
CFP®
Industry experience
4 years
Jose Alvarez is the founding advisor at Harvest Horizon Wealth Strategies, a fiduciary, fee‑only Registered Investment Adviser proudly veteran‑owned and based in Amery, Wisconsin. Born and raised in Wisconsin, Jose served ten years in the U.S. Army as a paratrooper and infantryman, including multiple combat deployments. In 2025, he founded the firm to break away from the brokerage world and bring structure, independence, and real-life discipline to his client's financial planning needs and lives.
Harvest Horizon Wealth is structured to work with people of many different wealth backgrounds. From those who've built a very high level of net worth to those inheriting that wealth. From those who are still building their wealth to those who are expanding or starting to plan their exit from their business.
Harvest Horizon Wealth Strategies strategically tailors its service - and cost - to account for the life stage, complexity, needs, and expectations of its clients.
Outside of service, Jose is a husband, father, and beef rancher- rooted in Midwestern values and community. His approach combines military leadership, financial expertise, and a deep, down-to-earth connection with business, land, and legacy planning. Jose works closely with family wealth holders, wealth accumulators, ag-related business owners, and municipal reps to design customized plans that prioritize clarity today and prosperity tomorrow.
0.45% - 1.10%
Client households with assets under management that are below $10 million are assessed an annual fee based on assets under management that is charged quarterly. For client households above $10 million, the fee is a flat annual dollar amount charged quarterly.
Harvest Horizon Wealth Strategies LLC
2024 - Present (2 years)
Raymond James Financial Services Advisors, INC
2023 - 2025 (2 years)
Raymond James Financial Services, INC
2023 - 2025 (2 years)
Bremer Investments
2023 - 2025 (2 years)
Bremer Bank
2023 - 2025 (2 years)
WESTconsin Investment Adviors
2023 - 2023 (1 year)
Lpl Financial LLC
2022 - 2023 (1 year)
CUNA Brokerage Services, Inc
2021 - 2023 (2 years)
Green Field Acres
2020 - Present (6 years)
U.S. Army
2012 - 2022 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
