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Harris Financial Consulting
Harris Financial Consulting is a fee-only registered investment adviser providing financial planning and wealth management services to individuals and families.
Overview
Harris Financial Consulting, PLLC is a state-registered investment adviser. It has one employee and one investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does Harris Financial Consulting offer?
Harris Financial Consulting provides financial planning and investment management. Services include retirement planning, tax strategy, and estate planning. The firm tailors advice to individual client goals (per the firm's official communications).
Is Harris Financial Consulting a fiduciary?
Yes, as a fee-only registered investment adviser (RIA), Harris Financial Consulting is legally bound to act as a fiduciary. This means the firm must put client interests ahead of its own. Fee-only RIAs are prohibited from earning commissions on product sales.
Does Harris Financial Consulting offer tax or estate planning?
Harris Financial Consulting includes tax strategy and estate planning as part of its service offering. These services are integrated into the broader financial planning process. Specifics are customized for each client's situation.
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