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  • Harris Fin
  • Corporate
    • Corporate Services
    • Financial Consulting
    • Investment Policies
    • Corporate Investing
    • Retirement Planning
    • Philanthropy
    • Portfolio Management
  • Personal
    • Personal Services
    • Financial Planning
    • Wealth Building
    • Wealth Management
    • Legacy Planning
    • FAQ

Legal

Legal documents are provided for the convenience of our investment advisory clients and prospective clients, as prescribed by industry laws, standards, and regulations.

Privacy Policy Statement (pdf)Download
2023 Fee Schedules, v.1.1 (pdf)Download
2024 Harris Fin Advisory Agreement FINAL (pdf)Download
2024 Harris Financial Consulting, PLLC Brochure (pdf)Download

Harris Financial Consulting, PLLC

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Harris Financial Consulting, PLLC

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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. For information regarding our sister entity, The Process Specialist, please visit www.theprocessspecialist.com.