Harrison Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$350/hr

“The hourly fee ranges from $75 to $350/hour depending on the complexity of the engagement, whether the service provided is from a financial planner or administrative assistant, the travel time involved, etc.”

Flat or project fee

$1,200⁠-⁠$15,000

“One-time financial plans are offered from $1,200 to $15,000, depending on complexity.”

Annual fee

$6,000/yr

“For those clients whose assets under management are under $625,000, we will provide our financial planning and portfolio management services for a fixed annual fee of $6,000 which can be paid monthly or quarterly, in arrears.”

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

How Harrison Financial Planning bills

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

• “Our published fees are negotiable, and we may waive or discount our fees for our associates and their family members, as well as preexisting relationships.”
• “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
• “The asset-based fee noted below is for clients with greater than $625,000 in assets under management (AUM) and is to be paid quarterly or monthly, in arrears, per the client’s preference.”

How Harrison Financial Planning’s fees compare

• Its hourly rate of $75-$350 spans the Missouri median of $250. 33% of the 88 other Missouri planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Columbia that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$15,000 spans the Missouri median of $3,550. 83% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Columbia that publish a flat or project fee charge less.
• Its annual fee of $6,000 matches the Missouri median of $6,000. 49% of the 45 other Missouri planners that publish an annual fee charge less.
• 1 of the 3 other planners in Columbia that publish an annual fee charge less.

About Harrison Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 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% a year

Clients

30

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$32,000,969

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311435

Website

harrisonfinancialplanning.com (opens in new tab)

Phone

(573) 340-3979

Other planners in Columbia that publish fees

• Clarity FinancialColumbia$300/hr, $6,000⁠-⁠$40,000
• Fee-Only Financial Services LLCColumbia$200/hr
• HFP InvestmentsColumbia$250/hr, $1,200/yr
• Trek Wealth PlanningColumbia$1,200⁠-⁠$2,400, $4,800⁠-⁠$9,600/yr
• Truman Wealth AdvisorsColumbia$7,500/yr
• Wilkerson Advisory Group LLCColumbia$350/hr, $2,500⁠-⁠$15,000

Compare all 12 planners in Columbia