Anna Bodine
Harrell Investment Partners · Austin, Texas
Anna Bodine is a fee-only financial advisor at Harrell Investment Partners in Austin, Texas, who holds the CFP credential. Harrell Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Harrell Investment Partners |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $662.4M across 766 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5217850 |
| Exams passed | Series 66 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.harrellpartners.com |
| Profile |
How Anna's firm compares
- Harrell Investment Partners's average account is about $865,000, from its Form ADV (assets managed divided by 766 accounts).
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Questions about Anna
Is Anna Bodine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Harrell Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anna charge for financial advice?
Anna's firm, Harrell Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anna Bodine based?
Anna Bodine is based in Austin, Texas.
What credentials does Anna Bodine hold?
Anna Bodine holds the CFP credential.
Is Anna Bodine registered with the SEC?
Yes. Anna Bodine is registered as an investment adviser representative in TX (CRD 5217850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harrell Investment Partners manage?
Harrell Investment Partners reports $662.4M across 766 accounts in assets under management.
How do I contact Anna Bodine?
Through Anna's website, www.harrellpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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