S Harris Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$750/hr

“Hourly fees range from $300 to $750 per hour.”

Flat or project fee

$8,000⁠-⁠$30,000

“Fixed engagement fees range from $8,000 to $30,000.”

Monthly fee

$100⁠-⁠$200/mo

“However, certain Clients with a relationship size under $1,000,000 will be charged an annual ongoing financial planning fee ranging from $100 to $200 per month, paid in advance of each month.”

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

How S Harris Financial Group, LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance pursuant to the terms of the wealth management agreement.”
• “Certain Clients with a relationship size under $1,000,000 will be charged a separate annual ongoing financial planning fee paid monthly in advance.”
• “Fees are negotiable based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.”

How S Harris Financial Group, LLC’s fees compare

• Its hourly rate of $300-$750 is above the Texas median of $275. 94% of the 468 other Texas planners that publish an hourly rate charge less.
• 21 of the 24 other planners in San Antonio that publish an hourly rate charge less.
• Its flat or project fee of $8,000-$30,000 is above the Texas median of $3,850. 94% of the 401 other Texas planners that publish a flat or project fee charge less.
• 18 of the 18 other planners in San Antonio that publish a flat or project fee charge less.

About S Harris Financial Group, LLC

• Firm size: 7 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2009 (17 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

0.75% a year

Clients

247

Employees

7

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

$404,390,370

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151899

Website

youtube.com/sharrisfinancial (opens in new tab)

Phone

(210) 547-3450

Can advise clients in 5 states: California, Colorado, Nebraska, Texas, Virginia

Other planners in San Antonio that publish fees

• 1900 WealthSan Antonio$350/hr, $1,500
• Avora Wealth LLCSan Antonio$3,200, $2,500/yr
• B365investSan Antonio$350
• Best InvestSan Antonio$250/hr
• Boynton Financial LLCSan Antonio$150/hr, $300⁠-⁠$1,000
• Carr Consulting P.A.San Antonio$200⁠-⁠$600

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