Harmony Asset Management LLC fees and pricing

Financial planner in Scottsdale, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Harmony Asset Management LLC charges $300 an hour for financial planning.

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.

Hourly rate: $300/hr; “Additional charges for work outside of the scope of the original contract or for significant changes is charged at $300/hour.”

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

“In such cases, Harmony Wealth Academy may offer optional one-on-one educational coaching sessions, which are available on a limited basis and billed at an hourly rate.”
“Fees are payable at the beginning of each quarter in advance and are deducted directly from client accounts.”
“Exceptions may be granted subject to the firm’s consent for clients to be billed directly for our fees.”

Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
20 of the 53 other planners in Scottsdale that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Minimum: $1,000,000 in assets (stated in brochure)
Clients: 266
Employees: 10
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
Assets managed: $462,513,551
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 116069
Website: linkedin.com/in/alan-rosenfield-8bb8854?trk=pulse-article_main-author-card (opens in new tab)
Phone: (480) 314-5967

Is something on this page wrong or out of date?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.