A complete list of active advisors currently associated with Harris Wealth Management

Warmer can help you find a great advisor at Harris Wealth Management or one who fits your needs even better.

The firm serves high‑net‑worth individuals, families and related trusts, offering discretionary investment management and financial planning. It manages client accounts through custodial/advisory platforms and provides both customized in‑house portfolios and third‑party model solutions (including Betterment and the Altruist Model Marketplace). The investment process centers on a written Investment Policy Statement and a broadly diversified, passive‑indexed approach that combines a “static” core equity allocation with a valuation‑driven “flex” allocation, tax‑aware fixed‑income construction, systematic rebalancing and periodic tactical adjustments. The firm emphasizes long‑term, low‑turnover strategies, conducts ongoing monitoring, and reviews client accounts at least quarterly. A distinctive feature is that the firm’s principal is a licensed California real estate broker and mortgage loan originator and also holds a California life & health insurance license (the brochure notes the insurance license is not actively used); the principal devotes significant time to loan‑originating activities and receives related compensation, which the firm discloses as a potential conflict. The firm is a small, selective solo practice with a limited client base and integrates debt and insurance analysis into its financial planning, with policies and a code of ethics intended to manage conflicts.

To learn more about the advisors currently working at Harris Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brian Harris	Ventura, CA	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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