Advisor at Harmon Financial Advisors
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Firm
Harmon Financial Advisors
Location
Atlanta, GA 30346
Credentials
Series 63, Series 65
Industry experience
28 years
Bradley Harmon is a financial advisor at Harmon Financial Advisors in Atlanta, GA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory work, he is a silent partner in a boutique gym operated by his son. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities, focusing on written plans tailored to clients' objectives, risk tolerance, time horizon, and liquidity needs. The firm offers consultative planning on an hourly fee basis without managing client assets.
Commission-based compensation may be received by persons acting as registered representatives for securities and insurance products, separate and in addition to financial planning fees.
$300 per hour for financial planning services, negotiable depending on scope and complexity
Fee-only: $300 per hour (negotiable depending on scope and complexity)
400 Perimeter Center Terrace Ne, Ste 850
Atlanta, GA 30346
Georgia · Texas
Raymond James Finanical Services Advisors, Inc
2009 - Present (17 years)
Harmon Financial Advisors
2007 - Present (19 years)
Raymond James Financial Services, Inc.
1989 - Present (37 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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