Michael Harris
Advisor at Emory Wealth LLC
Updated today
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.
About
Michael Harris is a financial advisor at Emory Wealth LLC in Austin, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Edward Jones, Ironoak Wealth LLC, Vital Capital LLC, and EntreWealth, LLC. In addition to his advisory work, he is an independent insurance agent. Emory Wealth LLC, established in 2024, provides discretionary asset management, financial planning, and retirement-plan advisory services. The firm focuses on tailored portfolio management guided by client goals and risk tolerances and offers ERISA plan services as a 3(21) fiduciary for qualified retirement plans.
Client services
Based on Emory Wealth LLC
Financial planning
Portfolio management
Pension consulting
Expertise
Based on Emory Wealth LLC
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
Financial planning fees between $1,000 and $10,000 based on complexity and client needs
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$300 per hour for work completed if financial planning agreement is cancelled after 5 business days
Location
Austin, TX
Most active in
Michael H has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Emory Wealth LLC
2025 - Present (1 year)
EntreWealth, LLC
2023 - Present (3 years)
Vital Capital LLC
2022 - 2023 (1 year)
Ironoak Wealth LLC
2020 - 2022 (2 years)
Edward Jones
2017 - 2020 (3 years)
Full-Time student
2009 - 2017 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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