Harmon Financial Advisors, Inc.

RIASEC Registered

Total AUM

$16.4M

Discretionary

0% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Flowood, Mississippi
CRD number: 155345
Website: www.harmonfinancial.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans42.99%
HNWI40.83%
Individuals12.5%
Charitable Organizations3.68%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Harmon Financial Advisors, Inc. operates as an independent, privately owned RIA organized as a corporation. The firm serves individual and family clients and combines advisory services with accounting-related business activities. Its advisory scope covers comprehensive financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and delivery of educational seminars and workshops. Harmon Financial Advisors bills through a mix of percentage-of-AUM, hourly, and fixed fees and is identified as a capital allocator, meaning it sources third-party managers as part of its investment approach. The firm does not identify as an active ESG investor.