$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Pathway quantumFusion +more
- Established Date
- 06-04-2021
- Office Locations
- 1
Office Locations
-- Madison WI
About Harmony Wealth
Harmony Wealth is a Madison, WI fee-only CFP practice led by Matt Fizell serving physicians and business owners. Offers core and concierge financial planning (cash flow, tax, retirement, insurance, estate) plus optional investment management with quarterly rebalancing, tax-loss harvesting, Roth conversion and RMD support. Emphasizes no hourly billing and a voluntary fiduciary oath (NAPFA/XYPN member).
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$131.0K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Prime horizon Optima glacier Zenith
Client Personas
Optima Capital
Custodian
Timber Timber Wave atlas Ridge Timber
Investment Themes
Atlas Bridge Vertex capital
Investment Vehicles
Optima north
Services
Unison Frontier Pathway value Ridge Meridian Zenith Eagle meridian Catalyst catalyst Zenith matrix Atlas prime Vertex
Technology
Vertex glacier Optima radial Prime Pathway
Owner & Executives
M
Matthew Allen Fizell
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #6579642
- Ownership
- 75% or more
(731) 869-8370
bridge.momentum@legacycapital.com
in linkedin.com/in/north-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,337,118 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,337,118 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,337,118
Equity - Exchange:
22.8% Public Funds:
34.6% Cash:
13.9% Corporate - Investment Grade:
28.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,899,806,295 | 22.8% |
| Public Funds | $2,883,039,377 | 34.6% |
| Cash | $1,158,215,241 | 13.9% |
| Corporate - Investment Grade | $2,391,422,836 | 28.7% |
| Total | $8,332,483,749 | 100.0% |