Harmon Financial Advisors

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Client assets under management

Clients

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities rather than delivering discretionary portfolio management. The firm indicates it does not maintain discretionary or non‑discretionary assets under management and bills clients on an hourly basis for planning work.

The firm’s advice is tailored to each client’s objectives, risk tolerance, time horizon, liquidity needs, and other suitability factors, with planning reviews available on request and an annual review recommended. Harmon does not take custody of client assets or exercise investment discretion and, when discretionary management is appropriate, it refers clients to affiliated advisory services for implementation.

Compared with many firms in the investment‑manager category, Harmon’s reliance on hourly planning fees and its lack of percentage‑of‑AUM or performance‑based fees is atypical. Advisors at the firm are also registered representatives and investment adviser representatives of an affiliated broker‑dealer and RIA, and the brochure discloses that clients may implement recommendations through those affiliates, which can result in commission, 12b‑1, or insurance compensation.

Client services

Financial planning

Expertise

General tax planning Wealth management

Fee options

Commissions

Commission-based compensation may be received by persons acting as registered representatives for securities and insurance products, separate and in addition to financial planning fees.

Project-based

$300 per hour for financial planning services, negotiable depending on scope and complexity

Other

Fee-only: $300 per hour (negotiable depending on scope and complexity)

Main office location

Harmon Financial Advisors

400 Perimeter Center Terrace Ne, Ste 850

Atlanta GA 30346, United States

Number of offices

Most active in

Georgia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 770-394-5225

Advisors at this firm

Jack H

CFP®, Series 63, Series 65

Atlanta, GA

Harmon Financial Advisors

Jack Harmon II is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in Atlanta, GA. He has been with Raymond James Financial Services, Inc. since 1999 and has operated his own independent financial planning business, Harmon Financial Advisors, Inc., since 2007. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed risk profiling and supported by a broad affiliate network.

General tax planning Wealth management

Bradley H

Series 63, Series 65

Atlanta, GA

Harmon Financial Advisors

Bradley Harmon is a financial advisor at Harmon Financial Advisors in Atlanta, GA, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory work, he is a silent partner in a boutique gym operated by his son. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities, focusing on written plans tailored to clients' objectives, risk tolerance, time horizon, and liquidity needs. The firm offers consultative planning on an hourly fee basis without managing client assets.

General tax planning Wealth management

Jack H

Series 63, Series 65

Atlanta, GA

Harmon Financial Advisors

Jack Harmon is a partner at Harmon Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 51 years of industry experience. He has worked with Raymond James Financial since 2009 and has been involved with Harmon Financial Advisors since 1996. Outside of his advisory work, he has a longstanding role as a real estate independent contractor with Forum Management Group Inc. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm offers written plans tailored to clients' objectives without managing client assets, operating on an hourly fee basis for planning and consultative services rather than ongoing portfolio management.

General tax planning Wealth management

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