Harris Financial Consulting
Changing legacies for generations to come.
Harris Financial Consulting
Changing legacies for generations to come.
Changing legacies for generations to come.
Changing legacies for generations to come.
For people who use money.
Putting your money to work for you.
Guidance and strategy for achieving your goals.
Because knowledge is:
Power
Freedom
Agency
Accredited Investors
Active Duty US Military & Veterans
Businesses/ Nonprofits
Corporate Clients
Individuals/ Families
Owners/ Founders
Retail Investors
Consulting & Advisement
Education Funding
Financial Planning
Investing
Lifestyle & Legacy Planning
Philanthropy
Portfolio Design & Management
Retirement Planning
Wealth Building
Accredited Investor Portfolios
Corporate Client Accounts
Retail Brokerage Accounts
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 fiduciary, fee-only, 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-tier 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 are paid for the services we provide to you, such as financial planning, consulting, and advising, not for products (like insurance or annuities). 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 preference.
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.
We offer fee-only services, not commission-based sales.
Services, such as financial planning, assessments, and document drafting, are billed on a flat-fee basis, while other services, such as consulting, are billed by contract.
More information about our fee structure is available on our Legal page.
Copyright © 2026 Harris Financial Consulting, PLLC - All Rights Reserved.
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.