Harris Wealth Management, LLC fees and pricing

Financial planner in Twin Falls, Idaho. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 19, 2026, Harris Wealth Management, LLC charges $95 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $95/hr; “Financial planning fees will be charged on an hourly charge of $95.00 per hour.”

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

“New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
“Fees are due and payable upon completion of the plan.”

Its hourly rate of $95 is below the Idaho median of $250. None of the 43 other Idaho planners that publish an hourly rate charge less.

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: 1% a year
Minimum: $500,000 in assets (stated in brochure)
Clients: 61
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $22,467,797
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 117184
Website: harriswealthmgt.com (opens in new tab)
Phone: (208) 734-3736

Can advise clients in 2 states: Idaho, Louisiana

Is something on this page wrong or out of date?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.