Harrison Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harrison Financial Planning serves individuals, high-net-worth households, and businesses and their employees, delivering comprehensive financial planning alongside discretionary portfolio management and standalone or hourly planning engagements. The firm provides a range of service formats—from individualized ongoing plans to one-time analyses—and works with employers to deliver employee-focused financial education and planning access.
The firm emphasizes a long-term, passive investment approach that prioritizes diversified, tax-aware allocations using low-cost mutual funds, ETFs, bonds, and other broadly traded instruments, and typically implements portfolios under discretionary authority guided by customized investment guidelines. Financial planning is integrated with portfolio management, and the adviser routinely considers client holdings outside the managed accounts (for example, employer plans, real estate, and business interests) when forming recommendations.
A distinguishing feature is the firm’s regular delivery of educational seminars and hands-on workshops, and a structured employer service that can combine group education with block or one‑on‑one planning sessions for employees—services the firm describes as educational rather than sales-focused. The firm also reports a relatively small client roster for its level of assets under management, reflecting a concentrated client base and a practice that includes specialized offerings such as divorce financial consultation and employer-sponsored planning.
Client services
Expertise
Fee options
Fixed annual fee of $6,000 for assets under management below $625,000; Employer fixed project fees from $500 to $50,000 per year
$0.00 - $500,000.00: 1.00% $500,000.01 - $1,000,000.00: 0.80% $1,000,000.01 - $2,500,000.00: 0.60% $2,500,000.01 - $5,000,000.00: 0.40% $5,000,000.01+: 0.30%
Hourly financial planning engagements from $250 to $500 per hour; Hourly employer services fees $75 to $350 per hour
Account minimum: $625,000 Minimum fee: Minimum annual fee of $6,000 for clients with assets under $625,000 Fee-only: One-time financial planning fees ranging from $1,200 to $15,000; Hourly financial planning fees ranging from $250 to $500 per hour
Main office
204 Peach Way, Suite D
Columbia MO 65203
Advisors at this office
1
Most active in
Missouri · Texas
Also doing business as
Harrison Financial Planning · Harrison Fp LLC
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:
-
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
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)