Advisor at Harris Wealth Management, 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
Harris Wealth Management, LLC
Location
Twin Falls, ID 83301
Credentials
PFS™
Industry experience
2 years
Lisa Donnelley is a financial advisor at Harris Wealth Management, LLC in Twin Falls, ID, holding the PFS™ designation with two years of industry experience. She has worked at Harris CPAs since 2021 and has prior experience with Sage Asset Management LLC and Ataraxis Accounting & Advisory Services, CHTD. Outside of her advisory role, she is involved with Harris CPAs, focusing on accounting and personal finance. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily using passively managed asset-class mutual funds and conservative fixed income when appropriate.
Based on Harris Wealth Management, LLC
Based on Harris Wealth Management, LLC
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
$95.00 per hour for Financial Planning Services
Account minimum: $75,000 Minimum fee: Minimum annual fee of $1,125 for Investment Management and Employee Benefit Plan Services
161 5 Th Avenue S, Suite 200
Twin Falls, ID 83301
Idaho
HARRIS CPAs
2021 - Present (5 years)
Sage Asset Management LLC
2001 - Present (25 years)
Ataraxis Accounting & Advisory Services, CHTD.
1982 - 2021 (39 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
CFP®, PFS™
Kimberly, ID
InvestiFI Wealth Management LLC
Series 65, Series 66
Twin Falls, ID
Harris Wealth Management, LLC
Series 65
Twin Falls, ID
Forefront
Series 63, Series 65
Twin Falls, ID
Forefront
Series 63, Series 65
Twin Falls, ID
Clear Creek Financial Management, LLC
CFP®, Series 66
Twin Falls, ID
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