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Zaneilia Harris

Advisor at Harris and Harris Wealth Management Group, LLC

Updated today
Harris and Harris Wealth Management Group, LLC logo

Firm

Harris and Harris Wealth Management Group, LLC

Location

Upper Marlboro, MD

Credentials

CFP®, Series 63, Series 65

Industry experience

19 years

About

Zaneilia Harris is a Certified Financial Planner® with 19 years of experience, currently serving as the sole advisor at Harris and Harris Wealth Management Group, LLC since 2009. She holds Series 63 and Series 65 licenses and engages in insurance sales and public speaking related to investments. Harris is also an author and participates in investment-related speaking engagements. Harris and Harris Wealth Management Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers non-discretionary, fee-based portfolio supervision using fundamental and technical analysis, asset allocation guided by modern portfolio theory, and client education through workshops and retreats.

Client services

Based on Harris and Harris Wealth Management Group, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Harris and Harris Wealth Management Group, LLC

General retirement planning Business succession planning

Occupation focus

Based on Harris and Harris Wealth Management Group, LLC

Executive Founder/Business Owner

Fee options

Fixed

Fixed project fees based on expected hours, fixed annual engagements up to $10,000

Percentage

$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001+: 0.75% annually

Commissions

Commission-based compensation from insurance product sales by Ms. Harris (independent insurance professional), separate and in addition to advisory fees

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Account minimum: $100,000 (may be waived at the sole discretion of the Advisor) Fee-only: Investment advisory fees range from 1.25% to 0.75% annually with tiered schedule; financial planning fees offered as hourly up to $500/hour, fixed fees up to $10,000 annually, or monthly retainers; retirement plan advisory fees up to 1.00% quarterly asset-based fee

Location

Upper Marlboro, MD

Most active in

District of Columbia · Maryland · Texas · Virginia

Work history

Harris and Harris Wealth Management Group, LLC

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Raymond G

CFP®

Edgewater, MD

Raymond L. Gazelle Jr.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Wealth management
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Christopher O

Series 65, Series 66

Edgewater, MD

Harmony Wealth Advisors, LLC

Wealth management Real estate investing Private / alternative investments
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Jacolyn W

Series 63, Series 65

Annapolis, MD

JWC Capital Management, LLC

Wealth management Passive / index investing Active portfolio management

Adam B

CFP®

Annapolis, MD

Ventus Wealth Management

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.

College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Established Professionals Gen X (Born 1965-1980)
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Jeff M

Series 63, Series 65

Mitchellville, MD

JRM Capital Management Inc.

Equity compensation tax strategy Options & derivatives strategies Founder/Business Owner Retired
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Elizabeth Y

CFP®

Edgewater, MD

Dependent Financial Planning

Planning for children with special needs Business ownership considerations College savings (529s, UTMA, etc.) Founder/Business Owner Parents Childfree
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