Advisor at Harris Financial Consulting, PLLC
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 Financial Consulting, PLLC
Location
Alvin, TX
Credentials
Series 63, Series 65
Industry experience
5 years
Rachel Harris is the sole advisor at Harris Financial Consulting, PLLC, an independent firm based in Alvin, TX. She holds Series 63 and Series 65 licenses and has five years of industry experience, including prior roles at PFS Investments Inc. and Primerica Financial Services. Before her financial career, she operated Rachel Harris Music Studio for eight years. Harris Financial Consulting provides financial planning, portfolio advisement, retirement planning, philanthropic investment advice, financial document drafting, and educational seminars to both retail and institutional clients. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and behavioral finance, focusing on client-directed, non-discretionary recommendations.
Based on Harris Financial Consulting, PLLC
Based on Harris Financial Consulting, PLLC
Basic Financial Plan: $500 each; Comprehensive Financial Plan: $1000 each; Investment Policy Statement: $1000 each; Financial Assessment: $500 each; Institutional/Business Entity plans and statements start at $2500 each
$50,001+: 1.50% annually (Retail Advisory Account - monthly billing) $1,000,001+: 1.50% annually (Institutional Advisory Account - quarterly billing)
$150 per hour
Account minimum: $50,001 for Retail Advisory Account (RAA); $1,000,001 for Institutional Advisory Account (IAA); No minimum to open or maintain an account stated elsewhere Fee-only: Fee-only investment advisor; no commissions or asset-based sales charges received by the firm
Alvin, TX
Texas
Harris Financial Consulting, PLLC
2022 - Present (4 years)
Primerica Advisors
2020 - 2022 (2 years)
Primerica Financial Services
2018 - 2022 (4 years)
Rachel Harris Music Studio
2010 - 2018 (8 years)
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Is not active or affiliated with:
Insurance agent
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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
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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