# W. Harper

> W. Harper is a fee-only financial advisor at HP & Associates in Bellefontaine, Ohio. HP & Associates reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/w-harper/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** HP & Associates
- **Based in:** Bellefontaine, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $54.4M across 363 accounts
- **CRD:** 237512 (https://adviserinfo.sec.gov/individual/summary/237512)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (1986), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is W. Harper a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: W. holds no broker registration, and HP & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does W. charge for financial advice?

W.'s firm, HP & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is W. Harper based?

W. Harper is based in Bellefontaine, Ohio.

### Is W. Harper registered with the SEC?

Yes. W. Harper is registered as an investment adviser representative in OH (CRD 237512), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does HP & Associates manage?

HP & Associates reports $54.4M across 363 accounts in assets under management.

### How do I contact W. Harper?

Contact details aren't on file yet. Search for HP & Associates.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/237512): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.