Harbor Asset Planning, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 144944
- Registered since
- February 13, 2024
- Website
- www.harborasset.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.24%
- Individuals3.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Harbor Asset Planning, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible, combining percentage-of-assets, hourly, and fixed-fee engagements. Harbor Asset Planning also acts as an other financial product salesperson and is not positioned as a capital allocator or pension consultant. The adviser registered with the SEC in 2024 and does not identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Cash & Cash Equivalents16%
- Public Funds/Mutual Funds12%
- US Government Bonds10%
- State & Local Bonds1%
Contacts
3 of 3Robert Selzer
DirectorCRD 5404531
Scott Leabman
Business ConsultantCRD 5296025
Ellen Ginsberg
Financial PlannerCRD 5195589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 294Active vs passive
$120M in ETFs
85%
$102M
13%
$17.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $5.1M | 15,827 | 4.24% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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