Robert Shappee
Harris Wealth Management · Meridian, Idaho
Robert Shappee is a fee-only financial advisor at Harris Wealth Management in Meridian, Idaho, who holds the PFS credential. Robert 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 | Meridian, 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 2924534 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | harriswealthmgt.com |
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Questions about Robert
Is Robert Shappee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Harris Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Shappee based?
Robert Shappee is based in Meridian, Idaho.
What does Robert specialize in?
Robert's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Robert works with founders and ultra high net worth.
What credentials does Robert Shappee hold?
Robert Shappee holds the PFS credential.
Is Robert Shappee registered with the SEC?
Yes. Robert Shappee is registered as an investment adviser representative in ID (CRD 2924534), 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 Robert Shappee?
Through Robert'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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