Harmony Road Advisors fees
Financial planner in Elizabethtown, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Harmony Road Advisors (Elizabethtown, PA) charges $150-$300 an hour, a flat or project fee of $1,000-$5,000, and an annual fee of up to $2,500 for financial planning.
- Website: harmonyroadadvisors.com (opens in new tab)
- Call (717) 433-3594
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change.
- Hourly rate
- $150-
$300/hr Runs from below the Pennsylvania median of $250 to above it.
“Hourly fees range from $150 to $300 per hour.”
- Flat or project fee
- $1,000-
$5,000 Runs from below the Pennsylvania median of $4,000 to above it.
“Fixed fees range from $1,000 to $5,000.”
- Annual fee
- Up to $2,500/yr
Capped at $2,500, at or below the Pennsylvania median of $8,225.
“Annual fees range up to $2,500 annually or $625 paid quarterly.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2020 (6 years)
How Harmony Road Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in advance, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 58
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 19, 2026
- CRD number
- 311126 (opens in new tab)
- Phone
- (717) 433-3594
More planners in Pennsylvania that publish fees
- BrightPath Financial Advisors, LLCEttersHourly $250/hr, Flat up to $5,000
- Invariant Investment ManagementCamp HillFlat up to $5,000, Monthly $125-$250/mo
- Worrell Financial LLCWest ChesterHourly $250/hr, Flat $500-$3,500
- Riggs Asset Management Co IncDallasHourly $300/hr
- THI, Inc.SewickleyFlat $500-$1,000
- Logan Capital Management, Inc.Newtown SquareHourly $150-$250/hr
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.