Harper Financial Planning fees and pricing
Financial planner in Chapin, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 22, 2026, Harper Financial Planning charges $375 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“Our hourly rate is $375.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Harper Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods. 9 If HFP utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Harper Financial Planning’s fees compare
- Its hourly rate of $375 is above the South Carolina median of $250. 83% of the 69 other South Carolina planners that publish an hourly rate charge less.
About Harper Financial Planning
“We offer an initial financial planning engagement to clients looking for assistance with design and development of a personalized financial plan.”
- Principal: Charles Harper
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- 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
- Highest asset based fee in brochure
- 2% a year
- Clients
- 100
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $35,382,128
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333107
- Phone
- (803) 394-7537
Other planners in Chapin that publish fees
- Keen Capital, LTDChapin$120-$395/hr, $750-$1,000
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
- Altamont Advisors LLCGreenville$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.