# Harrison Financial Planning

> Harrison Financial Planning is a state-registered investment advisory firm in Columbia, MO, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 311435
- Filed as: HARRISON FINANCIAL PLANNING
- Legal name: Harrison FP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbia, MO
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311435
- AdvisorCensus page: https://advisorcensus.com/firm/harrison-financial-planning-columbia-mo-311435

## Quick answers

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

**Where is Harrison Financial Planning located?**
Harrison Financial Planning's principal office is in Columbia, MO, according to its Form ADV.

**Is Harrison Financial Planning registered with the SEC or a state?**
Harrison Financial Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311435.

**How much does Harrison Financial Planning manage?**
Harrison Financial Planning reports $32,000,969 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary).

**What types of clients does Harrison Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (12).

**Does Harrison Financial Planning 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/311435

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,000,969
- Discretionary: $32,000,969
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $4,509,155 |
| High net worth individuals | 12 | $27,491,814 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fb.me/HarrisonFinancialPlanning
- harrisonfinancialplanning.com
- LinkedIn @harrisonfinancialplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harrison Financial Planning (CRD 311435): Form ADV filing data as of October 2026.