National Retirement Planning Experts

National Coverage
Local Professionals

HARDING WEALTH, INC.

222 S. Mill Avenue
#800
Tempe, Arizona 85281
Tel: (602) 610-9545

Need a Financial Advisor?
Compare Vetted Advisors

About HARDING WEALTH, INC.

HARDING WEALTH, INC, formally registered with the SEC as HARDING WEALTH, INC. The firm was established in 02/15/2022. They have over 1 offices throughout the country.

HARDING WEALTH, INC. is a Tempe, Arizona based Financial Planning firm with nearly $101,340,562 assets under management, offering retirement planning & investment advisory services to 353 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#282686
SEC#801-123224
Assets Managed by Firm$101,340,562
No. of Clients353
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total353$101,340,562
Individuals (other than high net worth individuals)68$27,708,411
High net worth individuals48$73,632,151

More Retirement Planning firms in Tempe, Arizona:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
VOYA INVESTMENTS, LLC
7337 E. Doubletree Ranch Road, Suite 100
Scottsdale, AZ, 85258-2034
$53,243,468,89065135
GI PARTNERS
6720 N Scottsdale Road, Suite 350
Scottsdale, AZ, 85253
$31,053,928,63221150
DAVIS SELECTED ADVISERS LP
3600 E. Hemisphere Loop
Tucson, AZ, 85706-5041
$19,885,317,307148123
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
7333 East Doubletree Ranch Rd Suite 120
Scottsdale, AZ, 85258
$6,085,656,35150361567
BALBEC CAPITAL MANAGEMENT LP
7114 E Stetson Drive, Suite 250
Scottsdale, AZ, 85251
$5,606,257,8001996

Explore More Retirement Advisors in Tempe, Arizona