# Danielle Harrison

> Danielle Harrison is a fee-only financial advisor at Harrison Financial Planning in Columbia, Missouri, who holds the CFP and MBA credentials. Danielle charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/danielle-harrison/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Harrison Financial Planning
- **Based in:** Columbia, Missouri
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $32.0M across 162 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Equity compensation
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7306154 (https://adviserinfo.sec.gov/individual/summary/7306154)
- **SEC registration:** Investment adviser representative in MO, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://harrisonfinancialplanning.com

## Frequently asked questions

### Is Danielle Harrison a fee-only financial advisor?

Yes. Danielle Harrison is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Danielle's firm.

### How does Danielle Harrison charge for financial advice?

Danielle Harrison charges a percentage of assets and an ongoing planning fee.

### How much does Danielle Harrison charge?

According to Harrison Financial Planning's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed; no asset minimum.

### Does Danielle Harrison work with clients virtually?

Yes. Harrison Financial Planning says on its website that it works with clients remotely.

### Where is Danielle Harrison based?

Danielle Harrison is based in Columbia, Missouri.

### What does Danielle Harrison specialize in?

Danielle Harrison's specialties include retirement planning, estate & legacy planning, tax planning and equity compensation. Danielle works with pre-retirees and retirees.

### What credentials does Danielle Harrison hold?

Danielle Harrison holds the CFP and MBA credentials.

### Is Danielle Harrison registered with the SEC?

Yes. Danielle Harrison is registered as an investment adviser representative in MO and TX (CRD 7306154), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Harrison Financial Planning manage?

Harrison Financial Planning reports $32.0M across 162 accounts in assets under management.

### How do I contact Danielle Harrison?

Through Danielle Harrison's website, harrisonfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46409): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://harrisonfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.