# Ian Harris

> Ian Harris is a fee-only financial advisor at Heritage Wealth Management in Houston, Texas, who holds the CFP credential. Ian focuses on retirement planning, tax planning and family wealth transfer. Heritage Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ian-harris/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Wealth Management
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $357.8M across 803 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Multi-generational families
- **CRD:** 5523431 (https://adviserinfo.sec.gov/individual/summary/5523431)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.heritageplanners.com

## Frequently asked questions

### Is Ian Harris a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Heritage Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ian charge for financial advice?

Ian's firm, Heritage Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Ian charge?

According to Heritage Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Ian Harris based?

Ian Harris is based in Houston, Texas.

### What does Ian specialize in?

Ian's specialties include retirement planning, tax planning and family wealth transfer. Ian works with retirees, pre-retirees and multi-generational families.

### What credentials does Ian Harris hold?

Ian Harris holds the CFP credential.

### Is Ian Harris registered with the SEC?

Yes. Ian Harris is registered as an investment adviser representative in TX (CRD 5523431), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Heritage Wealth Management manage?

Heritage Wealth Management reports $357.8M across 803 accounts in assets under management.

### How do I contact Ian Harris?

Through Ian's website, www.heritageplanners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5523431): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://heritageplanners.com/): specialties, clients served, and fees, checked October 30, 2026

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