Harrison Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,000,969
Clients
30
40% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$1,066,699
About
Harrison Financial Planning is an independent, single‑advisor registered investment adviser that serves individual clients, high‑net‑worth individuals, and businesses and their employees, managing approximately $32 million for about 30 client relationships. The firm provides comprehensive financial planning and discretionary portfolio management along with one‑time plans and hourly engagements.
The firm takes a holistic planning approach, developing customized investment guidelines and implementing primarily passive, diversified portfolios that emphasize low‑cost mutual funds and ETFs, tax efficiency, and long‑term asset allocation. Financial planning services cover cash flow and debt, retirement and distribution strategies, tax and estate planning, education funding, risk management, and divorce consultation, with clients retaining discretion over implementation.
What is distinctive for a solo independent adviser is the regular presentation of educational seminars and hands‑on workshops for both the public and employer groups, and a formal set of employer‑sponsored options that can combine group workshops with one‑on‑one planning sessions. The firm also offers multiple engagement formats (ongoing AUM management, one‑time plans, hourly work, and employer blocks of planning hours), which adds operational flexibility uncommon among similarly sized peers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Divorce financial planning
Fee options
Fixed annual fee of $6,000 for clients with less than $625,000 AUM; fixed project fees for employer services range from $500 to $50,000 per year
$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 financial planning fees ranging from $250 to $500 per hour; employer-sponsored one-on-one planning sessions hourly fees range from $75 to $350 per hour
Account minimum: $625,000 Minimum fee: $6,000 annually for clients with assets under management under $625,000 Fee-only: One-time financial plans from $1,200 to $15,000; hourly financial planning fees from $250 to $500 per hour; employer-sponsored services fees vary ($0 to $5,000 per seminar/workshop; hourly $75 to $350 depending on service)
Main office location
Harrison Financial Planning
303 N. Stadium Blvd., Suite 200
Columbia MO 65203, United States
Number of offices
1
Most active in
Harrison Financial Planning has reported serving >5 clients in these states in the last 12 months.
Missouri · Texas
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 not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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