S Harris Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
S Harris Financial Group is an SEC‑registered advisory firm that serves individual and high‑net‑worth clients as well as retirement plans. The firm offers discretionary investment management, comprehensive wealth management, standalone financial planning, retirement plan advisory (including acting as a 3(38) fiduciary), and insurance consulting through a third‑party platform.
The firm’s investment approach is primarily long‑term and combines fundamental and technical analysis across individual equities, ETFs, mutual funds, bonds and options, while allowing shorter‑term trades for rebalancing or client cash needs. SHFG emphasizes client education and ongoing personal contact—providing participant enrollment and education tracking for retirement plans and offering seminars/workshops as part of its client service mix.
What distinguishes the firm from many peers is the combination of specialized services and team credentials: it provides Certified Divorce Financial Analysis and mediation/litigation support, uses a third‑party DPL platform to access fee‑based insurance solutions, and maintains multiple advanced professional designations (CFP, CDFA, CIMA) across its advisors. With six advisors managing roughly $404 million for about 247 clients, the firm blends comprehensive planning, plan participant education, and divorce‑financial specialization in a single team.
Client services
Expertise
Occupation focus
Fee options
Fixed fee engagements for financial planning: $8,000 to $30,000
up to 2.00% annually (negotiable)
Insurance product sales generate commissions in addition to advisory fees; insurance commissions vary by product and producer
Financial planning and Certified Divorce Financial Analysis services: $300 to $750 per hour
Annual ongoing financial planning fee of $100 to $200 per month (monthly in advance) for clients under $1,000,000 relationship size
Account minimum: $250,000 Fee-only: Standalone financial planning services: hourly fees $300-$750/hour; fixed fees $8,000-$30,000; annual ongoing planning fees $100-$200 per month for clients with relationship size under $1,000,000
Main office
4456 Lockhill Selma Rd, Suite 101
San Antonio TX 78249
Advisors at this office
6
Most active in
California · Colorado · Nebraska · Texas · Virginia
Also doing business as
Harris Martin Financial, LLC · S Harris Financial Group, 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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")