Harlow Wealth Management, Inc. fees and pricing
Financial planner in Vancouver, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Harlow Wealth Management, Inc. charges a flat or project fee of $5,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$50,000
“These services are provided for a fixed fee generally ranging from $5,000 to $50,000, depending on the complexity, scope, and nature of the services to be provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Harlow Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For an account billed in advance, clients will be entitled to a pro-rata refund of any prepaid fee based upon the number of days remaining in the period after the effective date of the termination.”
- “For an account billed in arrears, clients will be billed for the partial period.”
- “The amount of fees charged by Sub-Advisors, method of payment, and frequency of billing are disclosed in the SubAdvisor’s written disclosure documents provided in advance.”
How Harlow Wealth Management, Inc.’s fees compare
- Its flat or project fee of $5,000-$50,000 is above the Washington median of $3,250. 98% of the 103 other Washington planners that publish a flat or project fee charge less.
- 6 of the 6 other planners in Vancouver that publish a flat or project fee charge less.
About Harlow Wealth Management, Inc.
“Harlow offers investment advisory and financial planning services to its clients.”
- Firm size: 16 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1.55% a year
- Clients
- 649
- Employees
- 16
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $419,374,657
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 148315
- Phone
- (360) 573-2522
Can advise clients in 6 states: Arizona, California, Colorado, Oregon, Texas, Washington
Other planners in Vancouver that publish fees
- Cairn Wealth ManagementVancouver$300-$450/hr, $2,500-$7,000
- Delphi AdvisersVancouver$400/hr, $1,500-$6,000
- First Pacific Financial, Inc.Vancouver$500/hr, $15,000
- Helium Advisors LLCVancouver$300/hr, $5,000-$25,000
- Middleton & CompanyVancouver$750, $2,500/qtr
- Momentous Wealth Management, Inc.Vancouver$250/hr, $1,500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.