Harlan Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly fee to be charged will not exceed $250.”

Flat or project fee

$1,800⁠-⁠$5,500

“Flat fees range from $1,800 to $5,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Harlan Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual advisory fee is payable monthly in advance.”
• “The first payment is based on the initial contributions made into the client’s account and will be prorated to cover the period from the date the initial trades are made in the client’s account through the end of the month.”
• “Services fees are payable monthly in arrears or upon completion of the advisory service.”

How Harlan Financial LLC’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 5 of the 12 other planners in Lancaster that publish an hourly rate charge less.
• Its flat or project fee of $1,800-$5,500 spans the Pennsylvania median of $3,650. 50% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 5 of the 9 other planners in Lancaster that publish a flat or project fee charge less.

About Harlan Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

99

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$62,710,300

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312995

Website

harlanfinancial.com (opens in new tab)

Phone

(717) 826-1664

Can advise clients in 3 states: District of Columbia, Pennsylvania, Virginia

Other planners in Lancaster that publish fees

• Atwater MalickLancaster$500
• Carriage Hill Investment Associates LLCLancaster$250/hr
• Chestnut Street Investment Counsel, LLCLancaster$250⁠-⁠$350/hr, $500⁠-⁠$5,000
• Cool Creek FinancialLancaster$200/hr, $1,000⁠-⁠$2,000
• Evenkiehl, LLCLancaster$500⁠-⁠$1,000, $208⁠-⁠$375/mo
• Fident Financial, LLCLancaster$3,000⁠-⁠$6,500, $500/mo

Compare all 27 planners in Lancaster