Harmon Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
3
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities rather than delivering discretionary portfolio management. The firm indicates it does not maintain discretionary or non‑discretionary assets under management and bills clients on an hourly basis for planning work.
The firm’s advice is tailored to each client’s objectives, risk tolerance, time horizon, liquidity needs, and other suitability factors, with planning reviews available on request and an annual review recommended. Harmon does not take custody of client assets or exercise investment discretion and, when discretionary management is appropriate, it refers clients to affiliated advisory services for implementation.
Compared with many firms in the investment‑manager category, Harmon’s reliance on hourly planning fees and its lack of percentage‑of‑AUM or performance‑based fees is atypical. Advisors at the firm are also registered representatives and investment adviser representatives of an affiliated broker‑dealer and RIA, and the brochure discloses that clients may implement recommendations through those affiliates, which can result in commission, 12b‑1, or insurance compensation.
Client services
Expertise
Fee options
Commission-based compensation may be received by persons acting as registered representatives for securities and insurance products, separate and in addition to financial planning fees.
$300 per hour for financial planning services, negotiable depending on scope and complexity
Fee-only: $300 per hour (negotiable depending on scope and complexity)
Main office location
Harmon Financial Advisors
400 Perimeter Center Terrace Ne, Ste 850
Atlanta GA 30346, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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