Harding Wealth, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$100⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $100 and $5,000.”

Annual fee

$4,000/yr

“It is an annual fee (fixed to $4,000/year) paid quarterly, that does not pertain to plan assets Specific advice and management for the account(s) are not provided.”

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

How Harding Wealth, Inc. bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of HW's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of HW's fees within five business days of signing the Financial Planning Agreement.”

How Harding Wealth, Inc.’s fees compare

• Its flat or project fee of $100-$5,000 spans the Arizona median of $3,100. 37% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Tempe that publish a flat or project fee charge less.
• Its annual fee of $4,000 is below the Arizona median of $10,000. 23% of the 43 other Arizona planners that publish an annual fee charge less.

About Harding Wealth, Inc.

• Firm size: 4 employees.
• Founded: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

169

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$212,623,954

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282686

Website

INSTAGRAM.COM/hardingwealth (opens in new tab)

Phone

(602) 610-9545

Can advise clients in 5 states: Arizona, California, Idaho, Illinois, Texas

Other planners in Tempe that publish fees

• Arbor Wealth Management, LLCTempe$250/hr
• Capital Strategies Group, LLCTempe$225/hr, Up to $20,000
• Financial Life PlannersTempe$250/hr, $1,000⁠-⁠$2,500
• Tortoise Wealth ManagementTempe$250/hr

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