Harmony Wealth
Harmony Wealth (CRD# 314817) is a financial advisory firm headquartered in , . They manage $1,563,276 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Harmony Wealth
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts15ACCOUNTS
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Average Account Value$104,218
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, WI
Financial Advisors at Harmony Wealth
1
Matthew Fizell (CRD# 6579642) is an Investment Advisor Representative working at Harmony Wealth in Madison, WI and has over 8 years of experience in the finance industry.
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