Harry Licursi Tax & Retirement Planning

Overview

Harry Licursi Tax & Retirement Planning is a sole‑proprietorship, independent registered investment adviser centered on individual and family clients. The practice is owned and operated by Harry Licursi and provides portfolio management for individuals and small businesses while also acting as an insurance broker and salesperson of other financial products. The firm charges a mix of percentage‑of‑AUM fees, hourly fees, and other fee arrangements. The adviser is not positioned as a multi‑state or pension consulting practice, does not identify as an active ESG investor, and is not structured as a capital allocator or related adviser to other investment firms. Service delivery appears geared toward hands‑on, personalized planning and product placement rather than institutional or large‑scale delegated asset management.

Assets & Accounts

Public Holdings

Investments & Alternatives