Harrison Financial Planning logo

Harrison Financial Planning

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

Clients per advisor

30

High

Average 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

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

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

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 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

Other

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

Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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)

Cash flow / budgeting Debt management Retirement withdrawal strategies College savings (529s, UTMA, etc.) Divorce financial planning Doctor or Medical Professional Founder/Business Owner Women Professionals Gen Y/Millennials (Born 1980-1995)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")