Harvest Horizon Wealth Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly fee for service is $250 per hour and rounded to the nearest 15 minutes with a $400 minimum fee.”

Flat or project fee

$1,200

“Project-based fees are a minimum of $1,200 and encompass 6 dedicated hours.”

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

How Harvest Horizon Wealth Strategies bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “This fee is then prorated for any deposits made to the account(s).”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Harvest Horizon Wealth Strategies’ fees compare

• Its hourly rate of $250 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• Its flat or project fee of $1,200 is below the Wisconsin median of $3,000. 12% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Harvest Horizon Wealth Strategies

• Principal: Jose Alvarez
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• 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

Highest asset based fee in brochure

1.1% a year

Clients

33

Employees

1

Works with

Individuals, high net worth individuals, and state and local governments

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$8,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334859

Website

instagram.com/j.alvy.z (opens in new tab)

Phone

(715) 227-5207

Other planners in Wisconsin that publish fees

• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr
• Advisors Management Group IncLa Crosse$500
• Alliance Wealth Management Milwaukee, Inc.Milwaukee$150⁠-⁠$300/hr

Compare all 198 planners in Wisconsin