Advisor at Harper Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harper Financial Strategies, LLC
Location
Lawrence, KS
Credentials
Series 63, Series 66
Industry experience
14 years
Garrett Harper is the principal of Harper Financial Strategies, LLC in Lawrence, KS, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Generation Strategies, LLC, Eagle Strategies (NY Life), NYLife Securities, LLC, and New York Life Insurance Company. In addition to his advisory work, he owns an insurance brokering business focused on non-registered insurance products. Harper Financial Strategies provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $26 million across about 100 client relationships. The firm constructs tailored portfolios based on clients’ goals, risk tolerances, and time horizons, offering ongoing comprehensive financial planning at no additional fee to many asset-management clients and does not require a minimum investable asset to engage advisory services.
Based on Harper Financial Strategies, LLC
One-time financial plan creation services charged a fixed fee generally ranging from $1,800 to $16,800 per project.
$0 - $250,000: 1.00% $250,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.65% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001 - $20,000,000: 0.20% $20,000,001+: 0.10%
Insurance products commissions earned by Garrett Harper as a licensed insurance agent if clients purchase recommended insurance products; commissions are a conflict of interest but not a substantial source of revenue.
Fee-only: Ongoing comprehensive financial planning services offered as standalone for a fixed monthly fee generally ranging from $150 to $1,400 per month, paid in advance; one-time financial plan creation fees generally range from $1,800 to $16,800 per project.
Lawrence, KS
Kansas · Texas
Generation Strategies, LLC
2018 - 2022 (4 years)
Harper Financial Strategies LLC
2015 - Present (11 years)
Eagle Strategies (NY Life)
2014 - 2022 (8 years)
NYLIfe Securities, LLC
2011 - 2022 (11 years)
New York Life insurance Company
2011 - 2022 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
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Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨👩👧👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds
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