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Harvest Horizon Wealth Strategies

Updated today

Total assets under management

$8,751,000

Total clients

33

36% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

33

Average account size

$265,182

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Project-based fees minimum $1,200 for 6 hours; Business valuation, exit, or expansion fees range $5,000 to $25,000 (one-time fee).

Percentage

Under $1,000,000 - $999,999: 1.10% $1,000,001 - $5,000,000: 0.70% - 1.00% $5,000,001 - $10,000,000: 0.45% - 0.65% Above $10,000,001+: Fixed Fee (negotiable, minimum $45,000)

Project-based

$250 per hour with a $400 minimum fee; time rounded to nearest 15 minutes.

Other

Minimum fee: For clients with over $10,000,000 in net investable assets, a flat annual fee with a minimum of $45,000. Fee-only: Fee-only firm; no compensation from third parties.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Harvest Horizon Wealth Strategies

228 Keller Ave N, Suite 4

Amery WI 54001, United States

Number of offices

1

Advisors at this firm

Jose A

CFP®

Amery, WI

Harvest Horizon Wealth Strategies

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.

Wealth management Business ownership considerations Business Financial Management Founder/Business Owner Executive Gen X (Born 1965-1980)
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