Matthew Harrison
Attessa Capital · Tucson, Arizona
Matthew Harrison is a fee-only financial advisor at Attessa Capital in Tucson, Arizona, who holds the CFP and CFA credentials. Matthew focuses on tax planning and estate & legacy planning. Attessa Capital reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Attessa Capital |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $343.5M across 699 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5603816 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.attessacapital.com |
How Matthew's firm compares
- Attessa Capital's average account is about $491,000, from its Form ADV (assets managed divided by 699 accounts).
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Questions about Matthew
Is Matthew Harrison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Attessa Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Attessa Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Harrison based?
Matthew Harrison is based in Tucson, Arizona.
What does Matthew specialize in?
Matthew's specialties include tax planning and estate & legacy planning.
What credentials does Matthew Harrison hold?
Matthew Harrison holds the CFP and CFA credentials.
Is Matthew Harrison registered with the SEC?
Yes. Matthew Harrison is registered as an investment adviser representative in AZ and TX (CRD 5603816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Attessa Capital manage?
Attessa Capital reports $343.5M across 699 accounts in assets under management.
How do I contact Matthew Harrison?
Through Matthew's website, www.attessacapital.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
- Attessa Capital 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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