Harmon Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
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.
$300 per hour for financial planning services, negotiable depending on scope and complexity
Fee-only: $300 per hour (negotiable depending on scope and complexity)
Main office
400 Perimeter Center Terrace NE, Ste 850
Atlanta GA 30346
Advisors at this office
3
Most active in
Georgia
Also doing business as
Harmon Financial Advisors · Harmon Financial Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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.
Bradley H
Series 63, Series 65
Atlanta, GA
Harmon Financial Advisors
Bradley Harmon is a financial advisor with Harmon Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1989 and has been a partner at Harmon Financial Advisors since 2007. Outside of finance, 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 tailored advice without discretionary portfolio management. The firm bills clients on an hourly basis and offers planning reviews on request, referring clients to affiliated services when discretionary management is appropriate.
Jack H
Series 63, Series 65
Atlanta, GA
Harmon Financial Advisors
Jack Harmon is a financial advisor at Harmon Financial Advisors in Atlanta, GA, with 52 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and Raymond James Financial Services, Inc. He is also involved with Forum Management Group Inc., a real estate independent contracting business. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities, focusing on non-discretionary planning billed on an hourly basis. The firm customizes advice based on each client's objectives and suitability factors and refers clients to affiliated advisory services for discretionary management when appropriate.
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