Bradley Harsch
StratiCo · Sacramento, California
Bradley Harsch is a fee-only financial advisor at StratiCo in Sacramento, California. Bradley focuses on retirement planning and small business owners. StratiCo reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | StratiCo |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.7M across 292 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1944419 |
| Exams passed | Series 63 (1989) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.strati.co |
How Bradley's firm compares
- StratiCo's average account is about $116,000, from its Form ADV (assets managed divided by 292 accounts).
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Questions about Bradley
Is Bradley Harsch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and StratiCo reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, StratiCo, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Harsch based?
Bradley Harsch is based in Sacramento, California.
What does Bradley specialize in?
Bradley's specialties include retirement planning and small business owners. Bradley works with founders.
Is Bradley Harsch registered with the SEC?
Yes. Bradley Harsch is registered as an investment adviser representative in CA (CRD 1944419), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does StratiCo manage?
StratiCo reports $33.7M across 292 accounts in assets under management.
How do I contact Bradley Harsch?
Through Bradley's website, www.strati.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- StratiCo website : specialties, clients served, and fees, checked October 30, 2026
- 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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