Harness Wealth

Additional information


Up to 1% per year


$250 off one year of financial or tax planning

Why We Like It

Harness Wealth isn't itself a financial advisory firm — the company serves to connect clients to carefully vetted firms. Advisors on the platform typically charge a 1% management fee, but flat-fee financial planning services and tax help are also available.


• Reduces uncertainty when selecting a financial advisor.
• Access to a range of services, including investment management and financial, tax and estate planning.
• Easy to get started.
• Advisors offer complimentary consultations.
• No fee for using Harness Wealth to find an advisor.


• The firms Harness works with may have higher fees.
• Firms require $250,000 asset minimum for investment management. (No minimum for a one-time financial plan.)


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