Harmony Wealth Management LLC fees and pricing

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

$125/hr

“If clients want to update their one time only financial plan, Harmony Wealth Management will charge and hourly rate of $125/hr. for the update to their financial plan.”

Flat or project fee

$1,000

“Only For those clients that wish to retain Harmony Wealth Management LLC for a one time only financial plan without the ongoing portfolio management and financial planning, Harmony Wealth Management will charge a one-time fixed fee of $1000.”

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

How Harmony Wealth Management LLC bills

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

• “All disclosure should be subject to careful review to ensure its accuracy as applied to any particular investment adviser. [Replace above with Adviser’s Logo prior to submission] Fees are negotiable.”
• “Such fees are payable monthly in advance.”
• “The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar month.”

How Harmony Wealth Management LLC’s fees compare

• Its hourly rate of $125 is below the Indiana median of $250. 6% of the 119 other Indiana planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Indiana median of $5,000. 5% of the 84 other Indiana planners that publish a flat or project fee charge less.

About Harmony Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$250,000 in assets (stated in brochure)

Clients

78

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$54,734,794

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304818

Website

thescottpederson.com (opens in new tab)

Phone

(219) 902-4534

Can advise clients in 2 states: Illinois, Indiana

Other planners in Lowell that publish fees

• Parks Wealth Management LLCLowell$200/hr
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000

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