Harry Licursi Tax & Retirement Planning
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About
Harry Licursi Tax and Retirement Planning provides personalized investment advisory services, financial consulting, asset management and pension consulting to individuals, trusts, estates, endowments, corporations and pension or profit‑sharing plans. The firm also offers tax advice and preparation as an IRS Enrolled Agent and assists employees and small businesses with retirement‑plan selection and monitoring.
HLTRP manages client portfolios primarily through diversified mutual funds and insurance‑based products, emphasizing asset allocation, diversification and managing downside risk tailored to each client’s time horizon and risk tolerance. The adviser uses fundamental analysis (with limited technical analysis), model portfolios from conservative to aggressive, and participates in the Orion/OPS platform with the ability to employ third‑party institutional strategists.
The firm is notable among peers for maintaining insurance brokerage activity — including offering fixed annuities — and receiving commission compensation on those insurance products while not charging advisory fees on insurance holdings. It also combines investment management with tax‑representation services as an Enrolled Agent and operates as a long‑tenured independent practitioner managing about $20 million for roughly 76 clients with a stated limit on managed securities clients.
Client services
Expertise
Occupation focus
Fee options
Initial in-person consultation of up to one hour requires a non-refundable pre-payment of $495; flat fees may be negotiated for consulting and financial plans.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.55% $5,000,001 - $20,000,000: 0.45%
Hourly consulting fees not to exceed $495/hour; pension consulting fees negotiated hourly rate up to $495/hour.
Fee-only: Hourly consulting fees not to exceed $495/hour; flat fees may be negotiated; initial in-person consultation fee $495 (non-refundable); pension consulting hourly rate up to $495/hr.
Main office
Santa Rosa CA
Advisors at this office
1
Most active in
California
Also doing business as
Harry Eugene Licursi · Harry Licursi Tax & Retirement Planning · Licursi, Harry · Licursi, Harry Eugene
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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