Harrison Kephart
Harrison Kephart is a CFP-designated registered investment advisor at Retirement Income Solutions, INC., based in Ann Arbor, MI, with 20 years of industry experience. Harrison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 1,268 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by RIS and the client.
Fee Estimator
Contact
Harrison Kephart
Location
2301 Platt Road, Suite 300, Ann Arbor, MI, 48104
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Harrison has a 25% ownership stake in M4P Partners, LLC, a real estate holdings company, since July 2016. He spends minimal time on executive decision-making duties related to this business.
Employment History
Current Registrations
Retirement Income Solutions, INC.
Previous Registrations
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Advice and Planning Services
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
My educational background includes an undergraduate degree in accounting from Lehigh University and an MBA from the University of Michigan. I have also earned various financial certifications including the ChFC, CLU, CMFC, CRPC, with the CFP® designation being the most well-known.I served on the board of the Ann Arbor Rotary Club, and now trustee of the club's endowment. I have also served as a trustee of Cleary University and Chair of the Board of the Arbor Hospice Foundation and the board of SafeHouse Center.My wife and daughter and I live in south Ann Arbor near Saline High School. In my spare time I enjoy time with my family as well as reading, fly-fishing, sports and traveling.More information about me can be found by clicking herehttp://www.risadvisory.com/who_we_are/our_team/h_todd_kephart