Harmony Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,250⁠-⁠$5,000

“The rate for creating client financial plans is between $1,250 and $5,000.”

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

How Harmony Wealth Advisors, LLC bills

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

• “These fees are 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 HWA's fees within five business days of signing the Investment Advisory Contract.”
• “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

How Harmony Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $1,250-$5,000 spans the Maryland median of $4,335. 41% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Edgewater that publish a flat or project fee charge less.

About Harmony Wealth Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

1.25% a year

Minimum

$1,250 minimum fee (stated in brochure)

Clients

25

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$22,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315465

Website

harmony-wealth.com (opens in new tab)

Phone

(301) 742-7330

Other planners in Edgewater that publish fees

• Dependent Financial PlanningEdgewater$320/hr, $840⁠-⁠$8,000
• Sentinel Financial Planning, LLCEdgewater$300/hr, $500
• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000

Compare all 4 planners in Edgewater