H
$35.4M Total AUM
$35.4M Disc. AUM
-- 3Y CAGR
1 Employees
109 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- RadialEmber element +more
- Established Date
- 12-06-2024
- Office Locations
- 1
Office Locations
-- Chapin SC
About Harper Financial Planning
Harper Financial Planning is an independent, fee-only fiduciary firm serving the Columbia, SC area, offering hourly, flat-fee, and asset-based financial planning and wealth management in person and virtually nationwide. The practice works with early/mid-career investors and retirees, including retirement income and legacy planning needs, and supports clients through tools like RightCapital and Altruist.
Team overview
-- AVG AGE
$35.4M AVG AUM / ADVISOR
$324.6K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Focus vertex Ember oak Meridian momentum
Client Personas
Zenith summit
CRM
Eagle crest
Custodian
Bridge North North Foundation
Investment Themes
Optima Zenith Radial Ridge pathway Capital glacier
Investment Vehicles
Momentum
Services
Signal Vital Beacon vector Catalyst quantum Timber Signal Vital Ridge fusion
Technology
Glacier ridge Fusion north Pathway element
Owner & Executives
Charles Kyle Harper
Chief Compliance Officer, Owner
- CRD
- #6690620
- Ownership
- 75% or more
(698) 923-3084
insight.glacier@ridgecapital.com
in linkedin.com/in/bridge-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,382,128 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,382,128 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,382,128
Public Funds:
13.4% Municipal Bonds:
32.7% Cash:
53.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $829,286,919 | 13.4% |
| Municipal Bonds | $2,023,707,632 | 32.7% |
| Cash | $3,335,713,803 | 53.9% |
| Total | $6,188,708,354 | 100.0% |