HW
⭐ Preferred Financial Advisor✓ SEC-Registered RIA✓ Verified
Harbor Wealth Advisors
Fee-only Fiduciary RIA · Charlotte · CFP® team
Charlotte, North Carolina
Self-Directed IRASolo 401kEstate PlanningAccredited LPsRE Allocation
Fee-only fiduciary RIA built around real-estate investors and accredited LPs. $320M AUM across 210 households with deep expertise on self-directed retirement accounts, alternative allocation, and integrating syndication investments into broader wealth plans.
$320M
AUM
210
Clients
CFP®
Certified
RIA
SEC
Verification — Financial Advisor
✓Government ID verified
✓SEC RIA registration confirmed (CRD #298411)
✓CFP® certification verified
✓Fee-only / fiduciary status confirmed
✓$49 listing fee paid
Currently listed
Services
Verified credentials
License & Credentials
✓ SEC RIA registration verified by TheDealHaus
CRD #
298411
Firm
Harbor Wealth Advisors LLC
Model
Fee-only · Fiduciary
Status
Active
Certifications
CFP® · ChFC
Last verified
Jan 10, 2025
Harbor advises accredited investors building real-estate-heavy portfolios — coordinating SDIRA investments, tax-aware allocation, and estate planning alongside CPAs and attorneys.
The operators
The Team
EH
Evan Harbor, CFP®
Founder · Senior Advisor
18 years in wealth management. Built the firm around RE-heavy accredited households.
RT
Rachel Tan, ChFC
Lead Planner
Owns SDIRA / Solo 401k setup and ongoing LP allocation reviews.
Community
Investor Reviews
Advisor thread
Harbor walked me through SDIRA setup for my first syndication
▲ 41 · 24 replies · 2 weeks ago
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