Mitchell Byrum
S. Harris Financial Group · San Antonio, Texas
Mitchell Byrum is a fee-only financial advisor at S. Harris Financial Group in San Antonio, Texas, who holds the CFP credential. Mitchell focuses on divorce financial planning, retirement planning and small business owners. S. Harris Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Physicians
- Founders
Facts
| Firm | S. Harris Financial Group |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $404.4M across 1,036 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6812718 |
| Exams passed | Series 66 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sharrisfinancial.com |
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Questions about Mitchell
Is Mitchell Byrum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and S. Harris Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitchell charge for financial advice?
Mitchell's firm, S. Harris Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mitchell Byrum based?
Mitchell Byrum is based in San Antonio, Texas.
What does Mitchell specialize in?
Mitchell's specialties include divorce financial planning, retirement planning, small business owners, founders (pre-exit), family wealth transfer and physicians & residents. Mitchell works with executives, physicians and founders.
What credentials does Mitchell Byrum hold?
Mitchell Byrum holds the CFP credential.
Is Mitchell Byrum registered with the SEC?
Yes. Mitchell Byrum is registered as an investment adviser representative in TX (CRD 6812718), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S. Harris Financial Group manage?
S. Harris Financial Group reports $404.4M across 1,036 accounts in assets under management.
How do I contact Mitchell Byrum?
Through Mitchell's website, www.sharrisfinancial.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
- S. Harris Financial Group 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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