Harbor Fort Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Harbor Fort Financial Advisors provides investment advisory services and financial planning to individuals and high‑net‑worth clients. The firm offers both discretionary and non‑discretionary portfolio management as well as standalone financial planning engagements.
Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance, and may use fundamental and technical analysis with long‑ and short‑term strategies and periodic rebalancing. Managed accounts are reviewed at least quarterly, and financial plans are delivered on a fixed‑fee basis with estimated fees provided up front and typical delivery within 60 days of engagement.
Compared with many firms in its regulatory peer group, Harbor Fort is notable for offering fixed‑fee financial planning ($3,000–$10,000) and direct portfolio management for individual clients—features that are statistically uncommon for firms of this type. The firm reports no private‑fund advisory activity, relies on designated custodians for execution and reporting, and the firm’s principal retains supervisory responsibility while also maintaining outside business activities disclosed in the brochure.
Client services
Expertise
Fee options
Financial planning fees range from $3,000 to $10,000 depending on complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.75% annually Over $10,000,000+: 0.50% annually
Main office location
Harbor Fort Financial Advisors LLC
St. Augustine FL, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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