R. Kent Harris and Associates, LTD. fees and pricing
Financial planner in Greenwood Village, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 6, 2026, R. Kent Harris and Associates, LTD. charges a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$3,000
“The fee for a financial plan may be between $500 and $3,000 or more depending on the complexity of plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How R. Kent Harris and Associates, LTD. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable as to each clients needs, objectives, time lines and overall suitability.”
- “All fees are payable quarterly in arrears unless specified by the third-party vendor, if one has been chosen by the client.”
- “No management fees are payable in advance.”
How R. Kent Harris and Associates, LTD.’s fees compare
- Its flat or project fee of $500-$3,000 is below the Colorado median of $5,250. 13% of the 214 other Colorado planners that publish a flat or project fee charge less.
- None of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.
About R. Kent Harris and Associates, LTD.
“In addition to providing asset management services to clients, RKH may also provide fee based financial planning to any individual.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1999 (27 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
- 3% a year
- Minimum
- $25,000 in assets (stated in brochure)
- Clients
- 337
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $62,512,450
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 112707
- Phone
- (303) 698-7772
Other planners in Greenwood Village that publish fees
- Alpha Capital Family Office, LLCGreenwood Village$1,000-$300,000
- Bolhan WealthGreenwood Village$2,500-$10,000
- Dodds Wealth, LLCGreenwood Village$250/hr, $3,600-$25,000
- Downing Street Wealth Management LLCGreenwood Village$85/hr
- Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000-$20,000
- InclinevestGreenwood Village$400-$500/hr, $2,500-$12,000
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.