Adam Harding is a CFP-designated registered investment advisor at Harding Wealth, INC., based in Tempe, AZ, with 10 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 145 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. Accounts with values below $50,000 may be assessed a $100 annual fee.
Fee Estimator
Location
222 S. Mill Avenue, #800, Tempe, AZ, 85281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is the Finance Chair for the Arizona Literacy and Learning Center and a part-time instructor at UCLA Extension, teaching investment-related courses. He is also an independent licensed insurance agent.
Employment History
Current Registrations
Harding Wealth, INC.
Previous Registrations
Alpha Fiduciary
Oxford Investment Partners, LLC
Oxford Investment Partners, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.