Fee-only adviser · Columbia, MO
Harrison Financial Planning
Harrison Financial Planning is a fee-only investment adviser registered with the securities regulator of Missouri, with its main office in Columbia, Missouri. On its latest Form ADV, filed June 1, 2026, it reports $32M in regulatory assets under management, 30 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Missouri |
|---|---|
| Firm CRD number | 311435 |
| Office | 204 Peach Way Suite D Columbia, MO 65203 |
| Phone | (573) 340-3979 |
| Website | www.harrisonfinancialplanning.com |
| Regulatory assets under management | $32M |
| Individual clients | 18 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbia
- Convergence Financial $904M
- Wilkerson Advisory Group LLC $327M
- Eagle Bluffs Wealth Management LLC $294M
- Truman Wealth Advisors $106M
- Clarity Financial $29M
- Trek Wealth Planning $24M
See all 8 fee-only advisers in Columbia →
Nearby
- Jefferson City 1 firm
- Centralia 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Harrison Financial Planning? Update this listing.