At Harris Financial Consulting, we are passionate about providing exceptional financial stewardship, education, and agency, to help you change your legacy and live the life you imagine.
Harris Financial Consulting, PLLC is a Registered Investment Advisor (RIA) with the State of Texas. Harris Financial is a fee-only, non-discretionary, non-custodial advisor; meaning that we are paid only for services rendered, you have the final say in all decisions about your accounts, and that we partner with top-shelf custodians to provide you with world-class service.
Harris Financial is a fee-only advisor. That means we don't sell securities or investments, so we never earn commissions for sales or referrals. We earn fees for the services we provide to you, such as financial planning and financial consulting, not products. More information can be found in our brochure, and on our Legal page.
As your registered investment advisor, we are bound by a professional fiduciary duty to always act in your best interest and in accordance with your investment policy statement. That means that we will never act out of self-interest, that you will always be made aware of any potential conflicts of interest, and that we will operate under best practices to reduce or eliminate conflicts that put our fiduciary responsibility to you at risk. Some of the ways we reduce such risks include our fee-only structure and non-discretionary stance.
Our typical clients are individuals and families from all demographic backgrounds.
We believe financial planning and guidance are for everyone. There are no minimum investable assets required to become a client, and we're happy to help clients regardless of income level or net worth.
Our advisory model best suits clients who are lifetime learners and motivated to create positive change in their lives and fiscal endeavors.
Generally, clients with assets under management (AUM) or Advisement (AUA) with Harris Financial pay an annual fee for that service.
Services such as financial planning, assessments, and document drafting are assessed a flat fee, while other services are billed hourly.
More information about our fees can be found on our Legal page.
Harris Financial Consulting, PLLC is owned by Rachel Harris. Ms. Harris is a native of Pittsburgh, PA, married to a United States Air Force Veteran, and a mother of three. She is a creative and performing arts enthusiast, a disciple of Christ, and a serial entrepreneur. Ms. Harris particularly enjoys working with people who are creative, highly internally motivated, enthusiastic about learning, and driven to succeed.
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harrisfin.com and affiliates are not CPAs or lawyers and do not provide legal or tax advice or services. Please consult your trusted legal and tax professionals for further information regarding legal queries and tax advice. Harris Financial Consulting, PLLC is a Registered Investment Advisor (RIA) with the State of Texas; the company and its members are fiduciaries and are appropriately professionally licensed and registered. This website is for informational purposes only; illustrations and information herein should not be construed as specific or personal advice regarding specific securities, investments, strategies, or financial planning.