Global Wealth Harbor fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$8,000

“The negotiated fixed rate for creating client financial plans is between $500 and $8,000.”

Monthly fee

$100⁠-⁠$800/mo

“The negotiated hourly fee for financial planning consultation is between $100 and $300. 5 Ongoing Financial Planning Fees The fee for ongoing financial planning advice with semi-annual or quarterly review meetings is between $100-$800/month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Global Wealth Harbor bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For new accounts, billed invoices will be prorated mid-period based on their billing start dates.”
• “For closed accounts, billed invoices will be prorated mid-period based on their account closed date.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Global Wealth Harbor’s fees compare

• Its flat or project fee of $500-$8,000 spans the California median of $5,000. 46% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Danville that publish a flat or project fee charge less.

About Global Wealth Harbor

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

19

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$5,170,769

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315907

Website

globalwealthharbor.com (opens in new tab)

Phone

(347) 924-5136

Other planners in Danville that publish fees

• Apogee Wealth AdvisorsDanville$500/hr, $2,500⁠-⁠$10,000
• Arden Wealth ManagementDanville$200⁠-⁠$2,000
• Dolan Partners LLCDanville$8,000
• Gallagher Wealth ManagementDanville$300/hr, $3,000⁠-⁠$10,000
• Greykasell Wealth Strategies, Inc.Danville$6,200
• Power InvestingDanville$360/hr

Compare all 13 planners in Danville