HARRISON FINANCIAL PLANNING

RIASEC Registered

Total AUM

$32M

Discretionary

$32M

100% of AUM

Avg account

$198K

Accounts

162

Employees

Advisory reps

Firm details

Headquarters: COLUMBIA, Missouri
CRD number: 311435
Website: harrisonfinancialplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.91%
Individuals14.09%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Harrison Financial Planning operates as a limited liability company and is an independent registered investment adviser focused on individual and family clients. Ownership is held by an individual principal. The firm offers comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing uses a mix of percentage-of-assets, hourly rates, and fixed fees. Harrison Financial Planning does not self-identify as a capital allocator, is not positioned as a multi-state adviser, and does not market ESG investing or pension consulting services.