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Advisor

Samuel Harnisch

Quantitative Financial Strategies · Denver, Colorado

Samuel Harnisch is a fee-only financial advisor at Quantitative Financial Strategies in Denver, Colorado, who holds the CFP and CFA credentials. Quantitative Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFPCFA

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Facts

FirmQuantitative Financial Strategies
Based in Denver, Colorado
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$156.2M across 114 accounts
CredentialsCFP · CFA
SEC registration Investment adviser representative in TX · CRD 7910034
Firm size3 employees
Disclosures None reported
LinkedInProfile

How Samuel's firm compares

  • Quantitative Financial Strategies's average account is about $1.4 million, from its Form ADV (assets managed divided by 114 accounts).

What fee-only advisors charge in Colorado

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Questions about Samuel

Is Samuel Harnisch a fee-only financial advisor?

Yes. Samuel Harnisch is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Samuel's firm.

How does Samuel charge for financial advice?

Samuel's firm, Quantitative Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Samuel Harnisch based?

Samuel Harnisch is based in Denver, Colorado.

What credentials does Samuel Harnisch hold?

Samuel Harnisch holds the CFP and CFA credentials.

Is Samuel Harnisch registered with the SEC?

Yes. Samuel Harnisch is registered as an investment adviser representative in TX (CRD 7910034), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Quantitative Financial Strategies manage?

Quantitative Financial Strategies reports $156.2M across 114 accounts in assets under management.

How do I contact Samuel Harnisch?

Contact details aren't on file yet. Search for Quantitative Financial Strategies.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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