Kyle Harper

Advisor at Harper Financial Planning

Credentials

CFP®, ChFC®, RICP®

Firm

Harper Financial Planning

Location

West Columbia, SC

About

In 2016, I started in the financial services industry unsure of what I wanted to do when I “grew up." I had spent my first year out of college doing mission and service work in Southern Africa, Southeast Asia and Central America. In just a handful of months, I became convinced that the best way I could serve people was as a financial advisor. Money touches everything. It is a tool, that when used well can bring stability and joy to our lives. However, when it is not held in the correct perspective, it can add stress and worry instead. That’s why our mission is to take the work and worry out of planning. I decided to start my own firm out of a desire to provide better advice at a lower cost to more people. Quality financial planning can be difficult to find in today’s world. When I’m not meeting with clients or building financial plans, I’m either with my family or outside. I enjoy scuba diving, swimming, running, cycling, mountain biking and playing music. My wife and I are active in our church community as well. I don’t get much time to sit and read, but I enjoy listening to audiobooks, especially by people who are the best at what they do in any field.

Expertise

General retirement planning Retirement income strategy Wealth management

Fee options

AUM: 1%

Flat: $2500

Hourly: 375

Work history

Harper Financial Planning LLC

2024 - Present (1 year)

First Command Insurance Services, Inc.

2016 - 2024 (8 years)

First Command Brokerage Services Inc.

2016 - 2024 (8 years)

First Command Advisory Services

2016 - 2024 (8 years)

Adventures In Missions

2015 - 2016 (1 year)

University of South Carolina

2012 - 2016 (4 years)

© 2025 Warmer Holdings Inc. (“Warmer”)
Terms of Service Privacy Policy Form ADV Brochure Form CRS