Patrick Harris
IRA Group · Atlanta, Georgia
Patrick Harris is a fee-only financial advisor at IRA Group in Atlanta, Georgia. IRA Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Patrick →
Facts
| Firm | IRA Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.42B across 691 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6699001 |
| Exams passed | Series 65 (2016) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.iragroup.com |
How Patrick's firm compares
- IRA Group's average account is about $22.3 million, from its Form ADV (assets managed divided by 691 accounts).
Request an introduction to Patrick
Tell Patrick a little about what you're looking for. Patrick isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Patrick
Is Patrick Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and IRA Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, IRA Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Harris based?
Patrick Harris is based in Atlanta, Georgia.
Is Patrick Harris registered with the SEC?
Yes. Patrick Harris is registered as an investment adviser representative in GA (CRD 6699001), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IRA Group manage?
IRA Group reports $15.42B across 691 accounts in assets under management.
How do I contact Patrick Harris?
Through Patrick's website, www.iragroup.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
- 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.
See something wrong? Request a correction. Read our methodology.