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Harlow Wealth Management, Inc.

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Client assets under management

$414,619,661

Clients

649

15% high-net worth

Advisors

6

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

108

High

Average account size

$638,859

About

Harlow Wealth Management is a registered investment adviser that serves individuals (including high‑net‑worth clients), 401(k) participants, trusts, estates, and businesses. The firm offers ongoing investment management, access to third‑party sub‑advisors and model portfolios, and standalone fee‑only financial planning engagements.

The firm typically implements client portfolios through recommended sub‑advisors and AEWM’s managed account/wrap program, combining core index strategies with satellite allocations to align with clients’ stated goals, risk tolerance, and liquidity needs. Harlow conducts periodic reviews, customizes restrictions where requested, and provides ongoing monitoring and client education as part of its advisory relationships.

Noteworthy distinctions include a disclosed 2011 regulatory order related to an unsuitable insurance recommendation that resulted in a small monetary fine, and an affiliated insurance agency through which some advisors may receive commissions, a conflict the firm discloses and disclaims. Harlow also regularly publishes educational content (articles, e‑newsletters, e‑seminars), holds no‑charge client events and workshops, and notes the potential to use compensated testimonials or referrals under the Marketing Rule (it currently does not utilize paid testimonials).

Client services

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

Expertise

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities

Fee options

Fixed

Fixed fees for stand-alone financial planning engagements, generally $5,000 to $50,000 depending on complexity

Percentage

Startup to $1 million - $1 million: 1.00% $1 million - $4 million: 0.75% $4 million - $8 million: 0.60% $10 million - $20 million: 0.35% $20 million+: Fixed Dollar (amount not specified)

Commissions

Commissions earned from sale of insurance products through affiliate Harlow Insurance Agency, LLC

Other

Account minimum: $500,000 (may be waived at Firm's discretion) Fee-only: Stand-alone financial planning fees generally range from $5,000 to $50,000 (fixed fee)

Main office location

Harlow Wealth Management, Inc.

400 East Mill Plain Blvd., Suite 200

Vancouver WA 98660, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Oregon · Texas · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Daniel E

CFP®, Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Daniel Erickson is a CFP® professional with 12 years of experience, currently serving at Harlow Wealth Management, Inc. in Vancouver, WA. He has been with the firm since 2013 and is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, combining financial planning with investment management. The firm utilizes third-party Sub-Advisors and model portfolios, offering clients customized strategies and discretionary management when engaged.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
user avatar

Thomas S

Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Thomas Snyder is a financial advisor at Harlow Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Great Falls Voyagers and teaching positions at Pacific Lutheran University and Evergreen High School. He is also involved with Harlow Insurance Agency, an affiliated insurance business. Harlow Wealth Management serves individuals, retirement plan participants, trusts, estates, and businesses, providing investment management, financial planning, and access to insurance products. The firm employs a combination of third-party sub-advisors and model portfolios, focusing on customized allocations that align with clients’ objectives and risk tolerances.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
user avatar

Aaron A

CFP®, Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Aaron Argiso is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Harlow Wealth Management, Inc. and has prior experience at Fisher Investments. Argiso is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, plan participants, trusts, estates, and businesses by providing investment management, financial planning, and insurance products through its affiliated agency. The firm employs a combination of third-party Sub-Advisors and model portfolios, tailoring allocations to client objectives and risk tolerances while maintaining client oversight and relationship management.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
user avatar

Christopher H

Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Christopher Harlow is a financial advisor with Harlow Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation and 13 years of industry experience. He has been with Harlow Wealth Management since 2012 and is also involved with Harlow Insurance Agency, LLC as an insurance producer. Harlow Wealth Management serves individuals, retirement plan participants, trusts, estates, and businesses, providing investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm uses a combination of index strategies and active allocations, working with third-party Sub-Advisors while maintaining client oversight and relationship management.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
user avatar

John A

Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

John Aarhus is a Series 65-licensed advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with three years of industry experience. Prior to his financial advisory career, he spent sixteen years with the Federal Aviation Administration. He is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, offering investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm employs a combination of index strategies and active allocations through third-party Sub-Advisors, tailoring portfolios to client objectives and risk tolerances.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
user avatar

Alex D

CFP®, Series 63, Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Alex Diaz is a CFP® professional with seven years of experience in the financial services industry. He is currently with Harlow Wealth Management, Inc. and Harlow Insurance Agency, LLC. His prior experience includes roles at Instrument Northwest, Tapani Construction, Banner Bank, and Key Bank. Harlow Wealth Management serves individuals, retirement plan participants, trusts, estates, and businesses by providing investment management, financial planning, and access to insurance products through an affiliated agency. The firm uses third-party Sub-Advisors and model portfolios with a core of index strategies complemented by active allocations, offering customized solutions aligned with client objectives and risk tolerances.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
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