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Discover Top Advisory Firms

Harness Wealth helps you find top financial, tax and estate planning firms through a seamless digital experience. Plus, NerdWallet users get $250 off 1 year of financial or tax planning with code HWNW1120. Details below.

You are being referred to Harness Wealth Advisers LLC website (“Harness Wealth”) by Nerdwallet, a solicitor of Harness Wealth (“Solicitor”). The Solicitor that is directing you to this webpage will receive compensation from Harness Wealth if you create an account for the Harness Wealth advisor marketplace. Compensation to the Solicitor may be up to $50. You will not be charged any fee or incur any additional costs for being referred to Harness Wealth by the Solicitor. The Solicitor may promote and/or may advertise Harness Wealth’s investment adviser marketplace services and may offer independent analysis and reviews of Harness Wealth’s services. Harness Wealth and the Solicitor are not under common ownership or otherwise related entities. Additional information about Harness Wealth is contained in our Client Relationship Summary, Harness Wealth Form ADV and ADV Part 2A.

 

 

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What you get

Use code HWNW1120 to redeem your Nerdwallet promotion.

1. Tax & Financial advisors that get you

Harness handpicked firms from across the country and evaluated them on over 120 attributes so you know you’re selecting from among the best. Learn more about our Advisory services and advisor marketplace. $250 off first year firm fees

2. Ongoing access to financial tools and education

Get access to financial, equity, and crypto education and tools, like our equity tax scenario planner. This education is curated to help you identify key financial opportunities and tackle hard decisions around your equity and crypto. Learn more about Harness Tools.

2. 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 everyone finds the right firm.

We will refund 100% on first year fees if you are not satisfied with your Harness Wealth advisor or firm. Terms and conditions apply.*

Your Discounts*

  • financial & tax service discount

    NerdWallet users can receive $250 off their first year firm fees

  • equity tax planning*

    Discounts do not apply to Equity Tax Planning Sessions

first year fee guarantee

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 everyone finds the right firm.

We will refund 100% on first year fees if you are not satisfied with your Harness Wealth advisor or firm. Terms and conditions apply.*

*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.