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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Property & Casualty Insurance
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Other
    • -Publication of Periodicals or Newsletters
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Adam Clark Harding 3 years, 7 months Feb 2016 - Present
Alpha Fiduciary 3 years Jan 2013 - Jan 2016
Oxford Investment Partners 8 months Apr 2012 - Dec 2012
Oxford Investment Partners 2 years, 9 months Mar 2010 - Dec 2012
Bowen & Bailey LLP 3 years, 10 months May 2006 - Mar 2010

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Adam Harding

How to Win at Investing
Published 2017-03-21 19:24:13
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Have 4 different 403(b)/401(k) due to changes in employer. Would there be an advantage to combining the accounts?
    If you don't need a 401(k) loan and you're interested in simplicity, then yes it probably makes sense to consolidate them in an IRA. In any event, here are some pros/cons: Pros: - 401(k)s may have administrative fees and an IRA may have a better cost structure. This should be evaluated on a case-b...  (more)
    Answered Mar 2017
    What % of 401k Plans offer etfs today?
    Very few plans offer ETFs because it's slightly more difficult to track a target asset allocation when dealing with shares (like an ETF) rather than partial shares (like a mutual fund). Also, intraday trading causes ETFs to be subject to greater order placing complexity than a fund that only trades ...  (more)
    Answered Mar 2017
    Conversion from IRA to Roth IRA?
    You need to fill out a Roth conversion form provided by the firm where the IRA is held. Like the other advisor said, you'll owe tax on any growth that's occurred, and that tax will need to be claimed in whatever year you make the conversion. In the future you need to do what is called a "backdoor R...  (more)
    Answered Mar 2017
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Sep 6, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Harding, Adam Clark

      Last updated on July 26, 2019
        • $29.0M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 180
          Accounts
        • $161.1K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees