Harris Financial Consulting

Harris Financial Consulting, PLLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is based in [insert...

Harris Financial Consulting

Harris Financial Consulting, PLLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is based in [insert location].

General information

Firm type

RIA

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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