Ian Harris
Heritage Wealth Management · Houston, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
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 | $357.8M across 803 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5523431 |
| Exams passed | Series 66 (2008) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.heritageplanners.com |
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Questions about Ian
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.
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
- Heritage Wealth Management 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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