Harper Financial Planning

Overview

Harper Financial Planning is an independent Registered Investment Advisor operating as a limited liability company and owned by an individual. The firm targets individual and family clients with a mix of financial planning and discretionary portfolio management. Its service set includes standalone financial planning, portfolio management for individuals and small businesses, portfolio work for business or institutional clients, pension consulting, and the selection of third‑party advisers. Fee arrangements are flexible: percentage of assets under management, hourly charges, and fixed fees. Investment behavior skews toward publicly available pooled vehicles, with the firm identifying as an active ESG investor. Harper Financial Planning acts as a capital allocator—building client portfolios primarily from mutual funds and public fund vehicles while allocating a portion of client capital to third‑party real estate funds as its primary alternative exposure. The firm also provides adviser selection and consulting services when clients require access to external managers.

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Investments & Alternatives

Location & Offices