Harper Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 333107
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals64.56%
- HNWI35.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Harper Financial Planning is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, and provides pension consulting and adviser-selection services. It operates as a capital allocator—using third‑party managers—and reports being an active ESG investor. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds97%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Charles Harper
Financial Advisor & FounderCRD 6690620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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