HARMONY POINT WEALTH ADVISORS, INC.

Overview

Harmony Point Wealth Advisors, Inc. is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm combines fee-based wealth management with access to commissionable products through its registered representative activity, allowing it to deliver both advisory relationships and select brokerage solutions. Harmony Point focuses on personalized financial planning and portfolio management for individuals and small businesses, and it also offers selection of other advisers and educational seminars as client-facing services. The adviser is structured as a corporation owned by an individual and became SEC-registered in 2022. It is not an active ESG investor and does not operate as a multi-state adviser. Its fee approach is mixed: percentage of AUM, hourly charges, fixed fees and commissions are all part of how it charges for services, which supports a hybrid model of ongoing asset management plus episodic planning or transactional work.

Assets & Accounts

Investments & Alternatives

Location & Offices