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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Catalyst
- Established Date
- 01-29-2004
- Office Locations
- 1
Office Locations
About Harbor Light Planning
Harbor Light Planning is a fee-only financial planning firm in Royal Oak, Michigan, serving clients across life stages—from building a foundation through retirement. It delivers collaborative financial life planning that integrates goal-based planning, holistic investment strategy, and proactive tax and legacy planning. Primary custody is at Charles Schwab. Its life-stage “Voyages/Stepping Stones/Bridges/Harbors” framework supports ongoing advice as needs evolve.
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Owner & Executives
Jarryd D Smith
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #7404962
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,081,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $111,081,100 | -- |
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Separately Managed Accounts
Total SMA Asset: $111,081,100
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $645,929,404 | 45.6% |
| U.S. Government/Agency | $194,062,123 | 13.7% |
| Cash | $256,388,645 | 18.1% |
| Equity - Exchange | $320,131,678 | 22.6% |
| Total | $1,416,511,850 | 100.0% |