Harris Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,000,000
Clients
87
44% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
Very HighAverage account size
$321,839
About
Harris Investment Advisors provides fee-based advisory services to individuals, trusts, and estates, including ongoing investment management, financial planning, and limited-scope consulting. The firm reports approximately $28 million in discretionary assets under management across about 87 client relationships and generally charges asset-based advisory fees, with fixed fees for planning and hourly rates for limited consulting.
The investment process is planning-driven and individualized, beginning with a review of objectives, existing holdings, cash flow, tax considerations, liquidity needs, time horizon, and risk tolerance to identify planning and portfolio issues. Portfolios are typically constructed using long-term, diversified asset-allocation strategies and may include ETFs, mutual funds, equities, fixed income, cash equivalents, annuities, and, for certain clients, option strategies with periodic rebalancing and income-oriented approaches where appropriate.
The firm discloses several affiliations that are uncommon for similarly sized independent advisers: the principal operates a separate insurance agency (devoting approximately 5% of his time) and is principal of a separate registered investment adviser that operates independently (devoting approximately 20% of his time), with shared office space but separate books, records, and client relationships. Harris Investment Advisors also maintains a legacy relationship with a third‑party wrap-fee program sponsored by Financial Engines for existing clients (it does not sponsor or offer that program to new clients) and states these arrangements and insurance compensation are managed through disclosure, separate agreements, and periodic review of appropriateness.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Options & derivatives strategies
Fee options
Fixed financial planning fees generally ranging from $400 to $800 depending on scope and complexity
$0 - $1,000,000: 1.00% to 1.25% $1,000,001 - $2,500,000: 0.75% to 0.85% $2,500,001 - $5,000,000: 0.50% to 0.70% $5,000,001 - $7,500,000: 0.40% to 0.50% $7,500,001 - $20,000,000: 0.25% to 0.30% $20,000,001+: Negotiable
$150 per hour for limited-scope consulting
Account minimum: $50,000 Minimum fee: $500 minimum annual fee, may be waived at discretion Fee-only: Advisory fees on assets under management, fixed planning fees, hourly consulting fees; no commissions on securities transactions
Main office location
Harris Investment Advisors LLC
6991 E Camelback Rd Ste D300
Scottsdale AZ 85251, United States
Number of offices
1
Most active in
Harris Investment Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California
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.
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.
Forms ADV
Quick links
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