Fee-only adviser · Palm Beach, FL
Harder Management Company, Inc.
Harder Management Company, Inc. is a fee-only investment adviser registered with the securities regulator of Massachusetts, with a mailing address in Palm Beach, Florida (its office is a private residence, so the street address is not published). On its latest Form ADV, filed October 28, 2026, it reports $41M in regulatory assets under management, 9 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Massachusetts |
|---|---|
| Firm CRD number | 105848 · SEC file 801-14875 |
| Office | Palm Beach, FL (mailing address; office not published) |
| Phone | (561) 797-6030 |
| Website | Not listed |
| Regulatory assets under management | $41M |
| Individual clients | 0 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 28, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Palm Beach
- Hudson Value Partners, LLC $678M
- Asset Planning Corporation $104M
- Bassam Wealth Management, LLC $241M
- Dock Street Asset Management Inc $1.1B
- Harvey Capital Management Inc $579M
- Dudley & Shanley, Inc. $747M
See all 9 fee-only advisers in Palm Beach →
Nearby
- West Palm Beach 21 firms
- Lake Worth Beach 1 firm
- Riviera Beach 1 firm
- Lantana 1 firm
- Royal Palm Beach 1 firm
- Boynton Beach 2 firms
- Juno Beach 2 firms
- North Palm Beach 4 firms
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