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Harrison Financial Planning

Updated today

Total assets under management

$25,734,318

Total clients

26

38% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

26

Average account size

$989,781

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Fixed annual fee of $6,000 for clients with less than $625,000 AUM; employer-sponsored fixed project fees from $500 to $50,000 per year; one-time financial plans from $1,200 to $15,000

Percentage

$0.00 - $500,000.00: 1.00% $500,000.01 - $1,000,000.00: 0.80% $1,000,000.01 - $2,500,000.00: 0.60% $2,500,000.01 - $5,000,000.00: 0.40% $5,000,000.01+: 0.30%

Project-based

Hourly planning fees range from $250 to $500; employer-sponsored hourly fees $75 to $350 depending on service complexity

Other

Account minimum: $625,000 for asset-based fee clients; otherwise, a fixed minimum annual fee of $6,000 applies Minimum fee: Minimum annual fee of $6,000 for clients with assets under $625,000 Fee-only: One-time financial plans from $1,200 to $15,000; hourly financial planning from $250 to $500 per hour; employer-sponsored hourly fees $75 to $350 per hour; fixed project fees $500 to $50,000 per year

Disclosures

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

Main office location

Harrison Financial Planning

303 N. Stadium Blvd., Suite 200

Columbia MO 65203, United States

Number of offices

1

Advisors at this firm

Danielle H

CFP®

Columbia, MO

Harrison Financial Planning

I am a Columbia, MO fee-only financial advisor serving clients locally and across the country. My firm, Harrison Financial Planning, provides comprehensive financial planning and investment management. I use both my technical competency as a Certified Financial Planner™, as well as my training as a Certified Financial Therapist-I™ to help guide my clients through any financial decisions they must make. Background My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger. Prior to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender. As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career. In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, my two young sons, William and Alexander, and our dog, Carson. Education University of Missouri: Masters of Business Administration (MBA) Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship Certifications CERTIFIED FINANCIAL PLANNER™ Professional Certified Financial Therapist-I™ Professional Community Involvement Mobility Worldwide-Columbia, MO (Past Board President & Current Board Member) Alzheimer’s Association-Greater Missouri (Past Board Member) Heart of Missouri Girls on the Run (Past Board Treasurer) Rotaract of Columbia (Past Board President)

Doctor or Medical Professional Founder/Business Owner Women Professionals Gen Y/Millennials (Born 1980-1995)
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