Harbor Asset Planning, Inc.

Overview

Harbor Asset Planning, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is positioned to serve individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee mix includes percentage-of-AUM billing alongside hourly and fixed fees, and the firm also operates as an other financial product salesperson. Harbor Asset Planning is not an active ESG investor, does not act as a capital allocator, and is not identified as a pension consultant or related adviser in the provided profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices