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Discover Top Wealth Management Firms

With Harness Wealth, you can access expert tax and financial advice when you need it most. Whether you’re navigating holistic financial planning decisions or planning for a milestone event, we can help you seamlessly collaborate with the best advisory firms so that you can move forward efficiently and confidently.

NerdWallet users get $250 off one year of financial planning or wealth management services offered by a Harness Wealth advisory firm. Sign up using the code NW23WEALTH. Details below.

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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 NW23WEALTH to redeem your Nerdwallet promotion.

1. Wealth & Financial advisors that get you

Harness Wealth 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 your 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.

3. 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.

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.*

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.

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.*

FAQs

*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.