Get Started

Promoters Disclosure


Harness Wealth Adviser LLC (“Harness Wealth”), a registered investment advisor, acts as a promoter for each investment advisor (“Advisor”) that will be recommended to you after acknowledging this disclosure statement.

For these referral services, Harness Wealth will be paid 15% to 20% of all fees and
other compensation received by the Advisor for accounts that are managed by the Advisor as a result of Harness Wealth’s efforts. Harness Wealth is not a current client of these advisors.

All such fees and other compensation is paid by the Advisor from the advisory fees that it collects as the investment manager of such accounts, and no additional fees or other amounts are added to the Advisors’ normal advisory fees or to the amount charged by Harness Wealth as a result of the referral by Harness Wealth to the Advisor. Additional information concerning the Advisors is contained in the Advisor’s Form ADV Part 2.

You can read more about Harness Wealth’s services, fees and conflicts of interest in our Client Relations Summary (“Form CRS”) and ADV Part 2A. Additionally, you can read about our approach to data privacy in our Privacy Policy.

Harness Wealth seeks to provide multiple advisor options, however, receiving compensation in exchange for a referral does create a conflict of interest. You are under no obligation to use the services of any Advisor to whom we may refer you.

By submitting this request and proceeding to view your recommendations for advisors, you are
acknowledging that you have read and understand the required disclosures provided via the above linked documents. You can always refer back to these documents by clicking the appropriate links in the footer of our website.