# Harry Licursi Tax & Retirement Planning

> 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.

- CRD: 130299
- Filed as: HARRY LICURSI TAX & RETIREMENT PLANNING
- Legal name: Licursi, Harry Eugene
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130299
- AdvisorCensus page: https://advisorcensus.com/firm/harry-licursi-tax-and-retirement-planning-130299

## Quick answers

**How is Harry Licursi Tax & Retirement Planning compensated?**
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.

**Is Harry Licursi Tax & Retirement Planning registered with the SEC or a state?**
Harry Licursi Tax & Retirement Planning is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 130299.

**How much does Harry Licursi Tax & Retirement Planning manage?**
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).

**What types of clients does Harry Licursi Tax & Retirement Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76).

**Does Harry Licursi Tax & Retirement 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/130299

**What changed in Harry Licursi Tax & Retirement Planning's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 0 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $20,000,000
- Discretionary: $0
- Non-discretionary: $20,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $20,000,000 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harrylicursi.com

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 0 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harry Licursi Tax & Retirement Planning (CRD 130299): Form ADV filing data as of October 2026.