Harness Wealth Advisor Marketplace
The Harness Wealth team has hand-picked top tax, financial, and estate firms around the United States to help you find the best advice and advisor for you.
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.
A holistic approach to personal finances
Our marketplace includes Tax, Financial, and Estate advisors to cover the core pillars of a well-rounded personal finance strategy.
Tax Firms
We work with tax firms that specialize in personal and corporate tax filings for all asset types, including equity compensation and cryptocurrency.
Wealth management
Our experienced wealth managers and financial planners help you navigate equity compensation, investment strategy, or retirement planning.
Trust & Estate Firms
The trust & estate firms on our platform can help you plan ahead strategically while protecting you and your family.
In the news
Find high-quality, pre-vetted firms
We are dedicated to giving you a great advisor experience. We filter for high-quality through a rigorous screening process and by personally interviewing each firm on our platform. This saves you time and ensures that you’re only selecting from a set of high-quality options. Read more about our due diligence below:
Services & expertise
Set standards for years of industry experience to ensure clients are working with experienced staff.
Customer service & responsiveness
We work with firms that have a track record of high-quality client service and ask all firms to respond to client inquiries within 24 hours.
Client-aligned Incentives
We make sure the client comes first. All of our financial firms are SEC registered and must act as fiduciaries. Learn more here.
Security
No data breaches in past 5 years. Defined cybersecurity & information security policy to protect client data.
Transparent, Client-aligned 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 always strive to help 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)
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Our complimentary serviceCreate 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.
You can receive a refund of your firm fees if you are dissatisfied with your advisory firm after the first year. Terms and conditions apply.*
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*To qualify for the advisory fee credit, the individual must formally retain a Certified Public Accountant 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. Harness Wealth will refund fees that qualify up to a total of $10,000. The offer does not apply for Certified Public Accountant fees for tax return preparation and filing 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.