# Harper Financial Strategies, LLC

> Harper Financial Strategies, LLC is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 317645
- Filed as: HARPER FINANCIAL STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kansas
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317645
- AdvisorCensus page: https://advisorcensus.com/firm/harper-financial-strategies-llc-317645

## Quick answers

**How is Harper Financial Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harper Financial Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Harper Financial Strategies, LLC registered with the SEC or a state?**
Harper Financial Strategies, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317645.

**How much does Harper Financial Strategies, LLC manage?**
Harper Financial Strategies, LLC reports $38,550,963 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (96% discretionary).

**What types of clients does Harper Financial Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (9).

**Does Harper Financial Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317645

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $38,550,963
- Discretionary: $37,028,330
- Non-discretionary: $1,522,633

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $28,603,921 |
| High net worth individuals | 9 | $9,947,042 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- experiencehfs.com
- Facebook @gharperhfs
- Instagram @garretttalksbusiness
- LinkedIn @garretttalksbusiness
- X @garrettexphfs

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harper Financial Strategies, LLC (CRD 317645): Form ADV filing data as of October 2026.