CRD: 311435
Harrison Financial Planning
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-07-2020
- Office Locations
- 1
Office Locations
About Harrison Financial Planning
Harrison Financial Planning is an independent, woman-owned, fee-only fiduciary firm based in Columbia, Missouri serving clients nationwide. Led by Danielle R. Harrison (MBA, CFP®, CFT-I™), the practice delivers comprehensive financial planning and investment management with retirement projections, tax and cash-flow review, estate/beneficiary coordination, and guidance on employer benefits, 401(k) choices, contracts, and equity compensation. No account minimum; featured in outlets including The New York Times and Kiplinger.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Danielle Rae Harrison
Broker, Chief Compliance Officer, Managing Member, President
- CRD
- #7306154
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,969 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,000,969 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing