Harper Wealth Management LLC fees and pricing

Published fees

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

Flat or project fee

Up to $10,000

“Our Financial Planning Services fees generally range from $0 to $10,000 per engagement per year, depending on the scope and complexity of the services provided.”

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

How Harper Wealth Management LLC bills

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

• “The advisory fee is calculated and billed monthly in arrears.”
• “Clients may terminate the agreement without penalty for a full refund of HWM's fees within five business days of signing the Investment Advisory Contract.”
• “Financial planning services may be billed as a fixed one-time fee or as an ongoing planning fee, depending on the nature of the engagement.”

How Harper Wealth Management LLC’s fees compare

• Its flat or project fee of up to $10,000 spans the Arizona median of $3,100. 60% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 9 of the 14 other planners in Gilbert that publish a flat or project fee charge less.

About Harper Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2026.

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

1.55% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339306

Phone

(480) 397-0071

Other planners in Gilbert that publish fees

• Brightguide FinancialGilbert$299⁠-⁠$4,999
• Build Wealth PartnersGilbert$300/hr, $1,000/mo
• Clarity Wealth Management, L.L.C.Gilbert$150⁠-⁠$250/hr
• Clear Skies FinancialGilbert$150/hr, $1,000⁠-⁠$2,000
• Coats Wealth ManagementGilbert$450/hr, $450
• Cox Advisors, LLCGilbert$150/hr, $295⁠-⁠$2,995

Compare all 27 planners in Gilbert