Get to know us.

At Harris Financial Consulting, we are passionate about providing exceptional financial stewardship, education, and agency to help you develop a lasting legacy and maximize your impact personally and professionally. We believe an educated investor is an effective investor.

Harris Financial Consulting, PLLC, is a Registered Investment Advisor (RIA). Harris Financial is a fee-only, non-discretionary, non-custodial advisory firm, meaning that we are paid only for services rendered. You have the final say in all decisions about your accounts, and 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, consulting, and advising, not for products.  More information is available 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. We operate under industry best practices to reduce or eliminate conflicts that could 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 nonprofit and for-profit business entities, as well as individuals who meet accredited investor requirements. 

An accredited investor is a natural person or an entity with a net worth of $1 million or more, not including the primary residence, or an annual income of $200,000 (individual) or $300,000 (joint) for the past two years, with the expectation of the same earnings henceforth. 

Potential clients that do not meet our typical client metrics will be considered on a case-by-case basis to ensure a good fit and the ability to reasonably meet your needs.

Generally, clients with Assets Under Management (AUM) or Advisement (AUA) with Harris Financial Consulting pay an annual fee for that service.  

Services such as financial planning, assessments, and document drafting are billed on a flat fee basis, while other services, like consulting, are billed hourly. We offer fee-only services, not commission-based sales.

More information about our fees is available on our Legal page.