Harrison Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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 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
$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%
Hourly planning fees range from $250 to $500; employer-sponsored hourly fees $75 to $350 depending on service complexity
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
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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
Forms ADV
Quick links
Advisors at this firm
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