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Harness Wealth Advisor Marketplace

The Harness Wealth team has hand-picked top tax, financial, and estate firms around the United States to ensure you find the best advice and advisor for you.

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Transparent & Fair Fees

Firm Fees

Find the relationship and pricing that works best for you. Our marketplace includes firms with a wide variety of fee structures, which vary based on firm, location, service, frequency of engagement, and asset complexity. Full list of services and fees here.

Transparency

We know that transparent pricing is important to you. We will always make sure that you understand fees before getting introduced to a firm. You can see your recommended firms’ fee breakdown by clicking into their profile. Sign up here to view firm profiles.

Harness Wealth Fees (free)

  • Our complimentary service

    Create and use your Harness Wealth account for free. You will not be charged an incremental fee by Harness Wealth or by firms you find on Harness for using our service. We are paid by the firms for the clients we refer. Your happiness guaranteed.

Happiness Guarantee

We know that the best, most effective partnerships happen when you feel comfortable and confident in your advisor’s work. Our happiness guarantee makes sure you find the right firm for you.

We will refund 100% of your fees if you are not satisfied with the Harness Wealth advisor or firm you select after the first year.*

advisor marketplace

Discover great advisors tailored to you

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Tell us about your goals and milestones

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We’ll recommend specialized services and advisors

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Stay connected to great advice with great tech

*To qualify for the advisory fee credit, the individual must formally retain a Certified Public Accountant, Trust & Estate Attorney, and/or a Financial Advisor on the Harness Wealth platform for a minimum of one calendar year. The offer can only be applied to advisory fees for firms based in the United States. The offer does not apply for Certified Public Accountant fees for tax return preparation and filing or for Trust & Estate Attorney fees for a will that was executed. Harness Wealth will provide the credit directly to the customer upon proof of fees paid. This credit is not transferable. Only one credit per household.