Lisa Donnelley
Harris Wealth Management · Twin Falls, Idaho
Lisa Donnelley is a fee-only financial advisor at Harris Wealth Management in Twin Falls, Idaho, who holds the PFS credential. Lisa focuses on equity compensation, retirement planning and tax planning. Harris 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
- Founders
- Ultra high net worth
Facts
| Firm | Harris Wealth Management |
|---|---|
| Based in | Twin Falls, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $22.5M across 103 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in ID · CRD 4472808 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | harriswealthmgt.com |
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Questions about Lisa
Is Lisa Donnelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Harris Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Harris Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Donnelley based?
Lisa Donnelley is based in Twin Falls, Idaho.
What does Lisa specialize in?
Lisa's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Lisa works with founders and ultra high net worth.
What credentials does Lisa Donnelley hold?
Lisa Donnelley holds the PFS credential.
Is Lisa Donnelley registered with the SEC?
Yes. Lisa Donnelley is registered as an investment adviser representative in ID (CRD 4472808), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harris Wealth Management manage?
Harris Wealth Management reports $22.5M across 103 accounts in assets under management.
How do I contact Lisa Donnelley?
Through Lisa's website, harriswealthmgt.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
- Harris 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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