Harris Investment Advisors LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 3, 2026, Harris Investment Advisors LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“For limited-scope consulting, HIA charges $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Harris Investment Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing practices For non-wrap accounts, advisory fees are billed monthly in arrears based on the value of assets under management at month-end.”
- “If fees are deducted directly from an account, HIA sends the client an invoice or statement showing the formula used to calculate the fee, the asset value on which the fee is based, and the period covered.”
- “If a billing error occurs, HIA will correct the error promptly and will refund or credit any overcharged amount.”
How Harris Investment Advisors LLC’s fees compare
- Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
- 1 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
About Harris Investment Advisors LLC
“Financial planning and limited-scope consulting For stand-alone financial planning or limited-scope consulting engagements, HIA may provide advice regarding net worth, cash flow, retirement planning, tax-aware planning, insurance review, education funding, estate coordination, and portfolio review.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2002 (24 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Insurance analysis
- 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
- 87
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $28,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118857
- Phone
- (480) 659-8380
Can advise clients in 2 states: Arizona, California
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
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.