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Harrison Financial Planning

Updated today

Client AUM

$32,000,969

Clients

30

Advisors

1

of 1 employees

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

Financial planning Portfolio management Educational seminars or workshops

Expertise

Cash flow / budgeting Debt management General retirement planning Divorce financial planning

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Fee options

Fixed

Fixed annual fee of $6,000 for assets under management below $625,000; Employer fixed project fees from $500 to $50,000 per year

Percentage

$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%

Project-based

Hourly financial planning engagements from $250 to $500 per hour; Hourly employer services fees $75 to $350 per hour

Other

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

Advisors at this firm

Danielle H

CFP®

Columbia, MO

Harrison Financial Planning

I am a Columbia, MO fee-only financial advisor serving clients locally and across the country. My firm, Harrison Financial Planning, provides comprehensive financial planning and investment management. I use both my technical competency as a Certified Financial Planner™, as well as my training as a Certified Financial Therapist-I™ to help guide my clients through any financial decisions they must make. Background My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger. Prior to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender. As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career. In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, my two young sons, William and Alexander, and our dog, Carson. Education University of Missouri: Masters of Business Administration (MBA) Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship Certifications CERTIFIED FINANCIAL PLANNER™ Professional Certified Financial Therapist-I™ Professional Community Involvement University of Missouri Business School Master's Programs (Current Advisory Board Member) Mobility Worldwide-Columbia, MO (Past Board President & Board Member) Alzheimer’s Association-Greater Missouri (Past Board Member) Heart of Missouri Girls on the Run (Past Board Treasurer) Rotaract of Columbia (Past Board President)

Business ownership considerations Doctor or Medical Professional Founder/Business Owner Women Professionals Gen Y/Millennials (Born 1980-1995)
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