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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

About

Harrison Financial Planning works with individual clients (including high-net-worth households) and with employers seeking financial education for employees. The firm offers customized financial planning, divorce-consultation support, and discretionary portfolio management, as well as one-time and hourly planning engagements.

The firm’s investment approach emphasizes a long-term, passive allocation using low-cost vehicles such as no-load mutual funds, ETFs, investment-grade bonds, and listed REITs, with portfolio design informed by clients’ goals, risk tolerance, and held-away assets. Accounts are managed on a discretionary basis and the adviser integrates planning and portfolio management to align cash flow, tax, and estate considerations with investment strategy.

A noteworthy aspect of the practice is its formal educational program: Harrison Financial Planning routinely presents seminars and employer-sponsored workshops and can deliver block one-on-one planning sessions for employee groups — a service that is relatively uncommon among solo independent advisers. The firm’s small client base combined with substantial assets under management and the principal’s prior wealth‑management experience give it a boutique, workplace-education focus that differs from many peers.

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.

Business activities & affiliations

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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