# Harper Financial Planning

Harper Financial Planning is a RIA based in United States, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://harperfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/harper-financial-planning-llc

## Regulatory record

- **CRD number:** 333107
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333107

## About

HARPER FINANCIAL PLANNING is a state-registered investment adviser with $35 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It offers investment advice.

## Questions

### Who runs investment decisions at Harper Financial Planning?

No investment decision-maker is publicly named for the firm. Without a disclosed principal, CEO, or CIO, the office's governance structure — whether led by a family member, a professional investment team, or an external advisor — is unknown. This level of privacy is rare even among family offices.

### Does Harper Financial Planning participate in fund commitments or only direct deals?

The firm's investment vehicle preference — fund commitments, direct deals, co-investments, or secondary positions — is entirely unattributed. No fund subscription data, direct transaction records, or partnership disclosures are available in public databases.

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Last updated: 2026-07-06T01:24:17.946Z

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