Danielle Harrison
Harrison Financial Planning · Columbia, Missouri
Danielle Harrison is a fee-only financial advisor at Harrison Financial Planning in Columbia, Missouri, who holds the CFP and MBA credentials.
- $6,000
- Ongoing planning, per year, from
- $32M
- Firm assets managed
- $198,000
- Firm's average account
What Danielle focuses on
Who Danielle works with
- Pre-retirees
- Retirees
How does Danielle's firm compare?
-
Ongoing planning starts at $6,000 a year, above the Missouri median of $4,770 for fee-only firms that publish prices.
-
Harrison Financial Planning's average account is about $198,000, from its Form ADV (assets managed divided by 162 accounts).
Questions about Danielle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $32.0M across 162 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in MO, TX · CRD 7306154 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | harrisonfinancialplanning.com |
| Profile |
Request an introduction to Danielle
Tell Danielle a little about what you're looking for. Danielle isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Columbia
Other advisors in Missouri who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Harrison Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.