Stephanie Harris
S. Harris Financial Group · San Antonio, Texas
Stephanie Harris is a fee-only financial advisor at S. Harris Financial Group in San Antonio, Texas, who holds the CFP credential. Stephanie 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 4534069 |
| Exams passed | Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sharrisfinancial.com |
| Profile |
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Questions about Stephanie
Is Stephanie Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie 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 Stephanie charge for financial advice?
Stephanie's firm, S. Harris Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Harris based?
Stephanie Harris is based in San Antonio, Texas.
What does Stephanie specialize in?
Stephanie's specialties include divorce financial planning, retirement planning, small business owners, founders (pre-exit), family wealth transfer and physicians & residents. Stephanie works with executives, physicians and founders.
What credentials does Stephanie Harris hold?
Stephanie Harris holds the CFP credential.
Is Stephanie Harris registered with the SEC?
Yes. Stephanie Harris is registered as an investment adviser representative in TX (CRD 4534069), 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 Stephanie Harris?
Through Stephanie'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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