# Khalil Harris

> Khalil Harris is a fee-only financial advisor at Punch & Associates in Edina, Minnesota, who holds the CFP credential. Punch & Associates reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Punch & Associates
- **Based in:** Edina, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $2.03B across 559 accounts
- **Credentials:** CFP
- **Works with:** Ultra high net worth
- **CRD:** 7290492 (https://adviserinfo.sec.gov/individual/summary/7290492)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 66 (2020)
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** http://punchinvest.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Khalil holds no broker registration, and Punch & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Khalil charge for financial advice?

Khalil's firm, Punch & Associates, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Khalil Harris based?

Khalil Harris is based in Edina, Minnesota.

### What credentials does Khalil Harris hold?

Khalil Harris holds the CFP credential.

### Is Khalil Harris registered with the SEC?

Yes. Khalil Harris is registered as an investment adviser representative in MN (CRD 7290492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Punch & Associates manage?

Punch & Associates reports $2.03B across 559 accounts in assets under management.

### How do I contact Khalil Harris?

Through Khalil's website, punchinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7290492): 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://punchinvest.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.