Harrison Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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 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
$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 planning fees range from $250 to $500; employer-sponsored hourly fees $75 to $350 depending on service complexity
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
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:
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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.
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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.
Main office location
Harrison Financial Planning
303 N. Stadium Blvd., Suite 200
Columbia MO 65203, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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