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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-24-2010
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 72 clients, or 72 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on May 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Harbor Light Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 | $353,761 |
| Non-Discretionary | $0 | -- |
| Total | $111,081,100 | $353,761 |
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Separately Managed Accounts
SMA allocation detail is available
Harbor Light Planning has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.