HARMONY WEALTH ADVISORS, LLC

Overview

Harmony Wealth Advisors, LLC is a small, independent RIA organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning and portfolio management targeted at individuals and small businesses. Its fee schedule includes both percentage-of-AUM charges and fixed fees. Harmony does not identify as an active ESG investor, it is not a multi-state adviser, and it does not present itself as a capital allocator or pension consultant. The firm's regulatory filings indicate advisory activity is centered on planning and portfolio oversight rather than discretionary trading authority; reported assets are held on a non‑discretionary basis. Harmony lists an industry affiliation with an accountant, which suggests coordination with tax or accounting professionals is part of its client service model.

Assets & Accounts

Investments & Alternatives