Harris Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harris Wealth Management serves individuals (including high‑net‑worth clients), trusts, qualified retirement plans, charitable organizations, corporations and small businesses, providing investment management, financial planning, and participant education for employee benefit plans. The firm offers both discretionary and non‑discretionary portfolio management, prepares written investment policy statements, and delivers periodic performance reporting to clients.
The firm’s investment approach is long‑term and asset‑allocation driven, grounded in Modern Portfolio Theory and implemented mainly through broadly diversified, passively managed mutual funds (including Dimensional Fund Advisors funds). HWM uses tools such as Monte Carlo analysis to inform planning, delegates fixed‑income management and back‑office functions to third‑party managers and service providers, and conducts regular (at least quarterly) account reviews.
Distinctive aspects include a relatively large multi‑office footprint (six offices) for a three‑adviser practice, which is uncommon for firms of this size, and an affiliation with an accounting firm (Sorren, Inc.) whose associated persons provide compliance and tax services and share facilities with HWM. Firm leadership includes credentialed CPAs with Personal Financial Specialist designations, and the brochure states clients are under no obligation to use the affiliated accounting services.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
$95.00 per hour for Financial Planning Services
Account minimum: $75,000 Minimum fee: Minimum annual fee of $1,125 for Investment Management and Employee Benefit Plan Services
Main office
See office161 5th Avenue S, Suite 200
Twin Falls ID 83301
Advisors at this office
2
Offices (2)
Most active in
Idaho · Louisiana
Also doing business as
Harris Wealth Management, LLC · Sage Asset Management, L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Lisa D
PFS™
Twin Falls, ID
Harris Wealth Management, LLC
Lisa Donnelley is a financial advisor at Harris Wealth Management, LLC in Twin Falls, ID, holding the PFS™ designation with two years of industry experience. She has worked at Harris CPAs since 2021 and has prior experience with Sage Asset Management LLC and Ataraxis Accounting & Advisory Services, CHTD. Outside of her advisory role, she is involved with Harris CPAs, focusing on accounting and personal finance. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily using passively managed asset-class mutual funds and conservative fixed income when appropriate.
David B
Series 65, Series 66
Twin Falls, ID
Harris Wealth Management, LLC
David Brandt is a financial advisor at Harris Wealth Management, LLC in Twin Falls, ID, holding Series 65 and Series 66 licenses with five years of industry experience. His prior roles include positions at Riverside Management Co. Inc., White Cloud Wealth Management, Wells Fargo, and Thrivent Financial. Harris Wealth Management serves individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses, offering investment management and financial planning with a long-term, asset-allocation driven approach primarily using broadly diversified, passively managed mutual funds. The firm maintains a multi-office presence and is affiliated with an accounting firm providing tax and compliance services.
Robert S
PFS™, Series 63, Series 65
Meridian, ID
Harris Wealth Management, LLC
Robert Shappee is a financial advisor at Harris Wealth Management, LLC in Meridian, Idaho, holding the PFS™ designation along with Series 63 and 65 licenses. He has two years of industry experience and also has a long-standing role at Harris & Co PLLC, an accounting firm, where he is significantly involved. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment strategy grounded in Modern Portfolio Theory and market efficiency, utilizing primarily passively managed mutual funds and conservative fixed income.
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