Harmony Wealth fees
Financial planner in Madison, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Harmony Wealth (Madison, WI) charges a flat or project fee of $1,000 and an annual fee of $5,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change.
- Flat or project fee
- $1,000
Below the Madison median of $4,000; none of the 8 other planners in Madison that publish a flat or project fee charge less. Below the Wisconsin median of $6,875; none of the 29 other planners in Wisconsin charge less.
“CorePLAN Financial Planning Services Initial Fee Because the initial development of a financial plan requires extensive time and resources at the beginning of the relationship, Clients who engage us for CorePLAN Financial Planning will pay an Initial Fee of $1,000 due at the beginning of the engagement for the…”
- Annual fee
- $5,000-
$10,000/yr Runs from below the Wisconsin median of $7,200 to above it.
“The annual fee typically ranges from $5,000 to $10,000, but could be higher in some cases for clients with complex financial planning needs.”
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
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Harmony Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “The monthly fee may be negotiable in certain cases, and the specific fee is communicated to the Client at the beginning of the engagement.”
- “Fees for this service may be paid by electronic funds transfer or check.”
About Harmony Wealth
“We offer three levels of Financial Planning Services – Core PLAN, CorePLAN+, and Attune My Wealth Plan.”
- Principal: Matthew Fizell
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
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
- 37
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $7.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 20, 2026
- CRD number
- 314817 (opens in new tab)
- Phone
- (608) 571-4399
Other planners in Madison that publish fees
- Calculated WealthMadisonHourly $400/hr, Flat $4,500-$60,000
- MAPT CapitalMadisonFlat $3,000-$20,000
- Forward Investment Advisors, Inc.MadisonHourly $120/hr
- Resonant Capital Advisors, LLCMadisonHourly $100-$350/hr, Flat $1,000-$5,000
- Perk PlanningMadisonHourly up to $440/hr, Flat $1,900
- Lindenwood Financial LLCMadisonFlat $3,000-$20,000
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.