Firm
Harper Financial Planning LLC
Columbia, South Carolina
Fee-only
Harper Financial Planning LLC at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 100 individual clients, 14 of them high net worth.
- Its average account is about $143,000 (assets it manages divided by its 247 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Columbia, South Carolina |
|---|---|
| Website | harperfinancialplanning.com |
| [email protected] | |
| Phone | (803) 394-7537 |
Harper Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,000 |
|---|---|
| Hourly | $375 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"$4000*" source
"$375/hr" source
"we charge 1% annual fee on the first $1m invested" source
"independent, local fee-only financial planning firm with no asset minimums" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $35 million |
| Individual clients | 86 |
| High-net-worth clients | 14 |
| Accounts managed | 247 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | June 22, 2026 |
| SEC record | CRD 333107 |