Harmoney Wealth, PLLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,710,000
Clients
93
15% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
93
Very HighAverage account size
$556,022
About
Harmoney Wealth serves individual clients (including high‑net‑worth individuals), trusts, businesses, and employer plan sponsors, offering discretionary investment management and comprehensive financial planning that is included with its investment management service. The firm also provides employee benefit plan advisory services and may recommend outside managers when appropriate.
Portfolios are built from individualized investment policies based on client goals, tax considerations, and risk tolerance, using a combination of fundamental, technical, risk and cyclical analysis and principles of Modern Portfolio Theory. Harmoney Wealth employs both passive and active approaches, uses model portfolios available through a model marketplace, and conducts ongoing monitoring with at least quarterly reviews and annual plan updates delivered via financial‑planning software.
Compared with many peers, the firm discloses an affiliation between its advisory business and an estate‑planning law practice owned by the firm’s principal, with estate planning offered under separate engagement agreements and limited time commitment noted for the law practice. The brochure also discloses participation in Charles Schwab’s institutional program and an Altruist support program that can provide fee waivers, reimbursements, or other financial incentives tied to client assets on the Altruist platform, a relationship the firm acknowledges may create potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Occupation focus
Founder/Business Owner
Attorney
Fee options
$0 - $250,000: 0.45% (Schedule I) or 0.70% (Schedule II) annual investment fee $250,001 - $500,000: 0.45% (Schedule I) or 0.70% (Schedule II) annual investment fee $500,001 - $1,000,000: 0.45% (Schedule I) or 0.70% (Schedule II) annual investment fee $1,000,001 - $2,000,000: 0.45% (Schedule I) or 0.70% (Schedule II) annual investment fee $2,000,001 - $4,000,000: 0.45% (Schedule I) or 0.70% (Schedule II) annual investment fee $4,000,001 - $6,000,000: 0.45% (Schedule I) or 0.70% (Schedule II) annual investment fee $6,000,001 - $10,000,000: 0.45% (Schedule I) or 0.70% (Schedule II) annual investment fee $10,000,001+: 0.45% (Schedule I) or 0.70% (Schedule II) annual investment fee
Monthly fees for Altruist One Program passed through to clients if enrolled
Minimum fee: Annual Advisory Fee ranges from $1,545 to $15,450 depending on Net Worth tier
Main office location
Harmoney Wealth, PLLC
Gilbert AZ, United States
Number of offices
1
Most active in
Harmoney Wealth, PLLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Minnesota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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