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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...
Harris Financial Consulting
Harris Financial Consulting offers financial planning and investment management to clients. The firm's focus is on helping clients achieve their financial goals through customized advice. Services include retirement planning, tax strategy, and estate planning. The firm operates on a fee-only basis, avoiding commission-based conflicts. The firm's investment approach centers on diversified portfolios, often using low-cost index funds and ETFs. Harris Financial Consulting works with clients to align portfolios with risk tolerance and long-term objectives. The firm does not publicly disclose specific portfolio holdings or direct investment activity. Harris Financial Consulting is registered as a state-level RIA. The firm does not report a team size or AUM figure in public filings. No additional offices are listed beyond its primary location. The firm has not announced any recent operational changes or new service offerings in the last 24 months. As a small RIA, Harris Financial Consulting differentiates through personal service and fiduciary duty. The firm's structure allows for direct client relationships without the overhead of a large institution. Its fee-only model reduces potential conflicts inherent in commission-based advice.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
What is the typical minimum investment for Harris Financial Consulting?
Harris Financial Consulting does not publicly disclose a minimum investment threshold. Prospective clients typically need to inquire directly about account minimums and fee schedules. Minimums vary widely among small RIAs.
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.
What is Harris Financial Consulting's investment philosophy?
The firm employs a diversified, low-cost investment approach. It typically uses index funds and ETFs to build portfolios. The focus is on long-term growth aligned with client risk tolerance.
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