Harry Licursi Tax & Retirement Planning

HARRY LICURSI TAX & RETIREMENT PLANNING is a state-registered investment adviser with approximately $20 million in regulatory assets under management.

Overview

HARRY LICURSI TAX & RETIREMENT PLANNING is a state-registered investment adviser with approximately $20 million in regulatory assets under management. The firm advises clients on investment strategies. It is subject to SEC oversight.

General information

Principals

Harry Licursi

Principal

Does the firm manage investment portfolios directly?

This cannot be determined from available public information. Many tax-and-retirement planning practices use third-party custodians like Schwab or Fidelity and charge a fee based on assets under advisement, while others operate on an hourly or flat-fee basis for planning alone. A prospective client should request a clear breakdown of any investment-management authority versus standalone planning fees during engagement.

What credentials does Harry Licursi hold?

Publicly available credential records are not currently accessible. Professionals in this field commonly hold certifications such as Enrolled Agent (EA), Certified Public Accountant (CPA), Certified Financial Planner (CFP), or Chartered Retirement Planning Counselor (CRPC). Verification requires checking the IRS's directory of PTIN holders, state CPA boards, and the CFP Board's online registry.

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