Harrison Financial Planning
Columbia, Missouri
Harrison Financial Planning at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 30 individual clients, 12 of them high net worth.
- Its average account is about $198,000 (assets it manages divided by its 162 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Missouri median of $4,770.
- It works with clients virtually as well as in person.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Columbia, Missouri |
|---|---|
| Website | harrisonfinancialplanning.com |
| [email protected] | |
| Phone | (573) 340-3979 |
Questions about Harrison Financial Planning
How much does Harrison Financial Planning charge?
Harrison Financial Planning publishes these prices: ongoing planning: from $6,000 a year; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Harrison Financial Planning have an account minimum?
No. Harrison Financial Planning says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Harrison Financial Planning paid?
Harrison Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Harrison Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Harrison Financial Planning.
What is the average account at Harrison Financial Planning?
Harrison Financial Planning's average account is about $198,000. That's the assets on its Form ADV divided by its 162 accounts.
What does Harrison Financial Planning specialize in?
Harrison Financial Planning's advisors and website list retirement planning, estate & legacy planning, tax planning and equity compensation.
Does Harrison Financial Planning work with clients virtually?
Yes. Harrison Financial Planning's website says it works with clients virtually.
Harrison Financial Planning 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.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"the annual fee is $6,000 paid on either a monthly ($500/month) or quarterly ($1,500/quarter) basis." source
"a client whose combined accounts equal $1,000,000 would pay 1% annually on the first $500,000" source
"There is no minimum investment account size to work with us." source
"For those with assets under management (AUM)* of greater than $625,000, the following fee schedule applies." 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 | $32 million |
| Individual clients | 18 |
| High-net-worth clients | 12 |
| Accounts managed | 162 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 1, 2026 |
| SEC record | CRD 311435 |