Harper Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,550,963
Total clients
111
8% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
111
Average account size
$347,306
About
Harper Financial Strategies provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients, managing roughly $26 million for about 100 client relationships. The firm offers ongoing asset management alongside either ongoing comprehensive financial planning or one-time plan creation, and its planning scope can include annuity reviews, estate planning coordination, insurance analysis, education and retirement planning, and stock option analysis.
The firm constructs tailored portfolios based on clients’ stated goals, risk tolerances, and time horizons and typically implements strategies on a discretionary basis, with regular monitoring and periodic rebalancing. Its stated investment methods include broad asset-allocation techniques and dollar-cost averaging as well as technical analysis and short-term purchases when appropriate, and it highlights the potential tax consequences of its strategies.
Noteworthy features for a firm of this size include offering ongoing comprehensive financial planning at no additional fee to many asset-management clients and having no required minimum investable assets to engage advisory services. The firm also encourages use of a single recommended custodian through an adviser program that provides technology and execution benefits, and an affiliated licensed insurance agent may offer commissionable insurance products (a disclosed conflict of interest).
Client services
Expertise
Fee options
One-time financial plan creation services charged a fixed fee generally ranging from $1,800 to $16,800 per project.
$0 - $250,000: 1.00% $250,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.65% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001 - $20,000,000: 0.20% $20,000,001+: 0.10%
Insurance products commissions earned by Garrett Harper as a licensed insurance agent if clients purchase recommended insurance products; commissions are a conflict of interest but not a substantial source of revenue.
Fee-only: Ongoing comprehensive financial planning services offered as standalone for a fixed monthly fee generally ranging from $150 to $1,400 per month, paid in advance; one-time financial plan creation fees generally range from $1,800 to $16,800 per project.
Main office location
Harper Financial Strategies, LLC
Lawrence KS, United States
Number of offices
1
Most active in
Kansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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