HARBOR ADVISORY CORPORATION
SEC RegisteredPersonalized Wealth Management Services
About the firm
Since 1972, Harbor Advisory has provided personalized wealth management services and related asset management counsel to high and ultra-high net worth families and individuals. The firm is independent and headquartered in Portsmouth, NH, with a reputation for delivering comprehensive financial planning, investment management, and asset-related services spanning almost 50 years. Harbor Advisory's core philosophy is grounded in a commitment to deliver tailored solutions and superior service to its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Harbor Advisory provides personalized investment services, estate planning expertise, retirement planning, and in-depth counsel on all wealth-related financial decisions, including investment management, financial planning, and asset management.
Who they serve
High and ultra-high net worth families and individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 45 | $20M |
| High Net Worth Individuals | 99 | $457M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.10% |
| Plus $1,000,000 to $5,000,000 | 0.70% |
| Plus $5,000,000 to $10,000,000 | 0.60% |
| Plus $10,000,000 to $20,000,000 | 0.50% |
| Plus $20,000,000 or more | — |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HARBOR ADVISORY CORPORATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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