Harrison Capital Management fees and pricing
Financial planner in Keswick, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 29, 2026, Harrison Capital Management charges a flat or project fee of $200-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$2,500
“Fixed fees for financial planning generally range between $200 and $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Harrison Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are charged for portfolio management advisory services monthly, in arrears.”
- “The management fee will be pro-rated for the month that the cancellation notice was given and any earned fees will be billed to the client within 5 days.”
- “In the event there are any prepaid unearned fees, the Firm will promptly refund a pro rata share to the client.”
How Harrison Capital Management’s fees compare
- Its flat or project fee of $200-$2,500 is below the Virginia median of $4,250. 15% of the 168 other Virginia planners that publish a flat or project fee charge less.
About Harrison Capital Management
- Principal: Melissa A. Harrison
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2004 (22 years).
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
- 1.75% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $4,885,857
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130843
- Phone
- (434) 760-2187
Other planners in Virginia that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/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.