{
  "crd_number": 130299,
  "slug": "harry-licursi-tax-and-retirement-planning-130299",
  "primary_business_name": "HARRY LICURSI TAX & RETIREMENT PLANNING",
  "legal_name": "LICURSI, HARRY EUGENE",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-08-22",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-09-22",
  "carried_forward": false,
  "raum_total": 20000000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 20000000.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20000000.0,
      "count": 76
    }
  },
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://harrylicursi.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130299",
  "listing_state": "CA",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/harry-licursi-tax-and-retirement-planning-130299",
  "display_name": "Harry Licursi Tax & Retirement Planning",
  "summary": "Harry Licursi Tax & Retirement Planning is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.",
  "citation": "AdvisorCensus. Harry Licursi Tax & Retirement Planning (CRD 130299): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Harry Licursi Tax & Retirement Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Harry Licursi Tax & Retirement Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Harry Licursi Tax & Retirement Planning registered with the SEC or a state?",
      "a": "Harry Licursi Tax & Retirement Planning is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 130299."
    },
    {
      "q": "How much does Harry Licursi Tax & Retirement Planning manage?",
      "a": "Harry Licursi Tax & Retirement Planning reports $20,000,000 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Harry Licursi Tax & Retirement Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76)."
    },
    {
      "q": "Does Harry Licursi Tax & Retirement Planning report any disciplinary disclosures?",
      "a": "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/130299"
    },
    {
      "q": "What changed in Harry Licursi Tax & Retirement Planning's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 0 to 1."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 0 to 1."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/harry-licursi-tax-and-retirement-planning-130299.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 76,
      "fewer_than_5": false,
      "raum": 20000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130299",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}