Norman Harp
Norman Harp is a PFS-designated registered investment advisor at Retirement Resources INC., based in Leawood, KS, with 25 years of industry experience. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 44 clients with $7.8M 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 $100K | 1.25% |
| $100K - $200K | 1.00% |
| $200K - $500K | 0.90% |
| $500K+ | 0.75% |
Robert Brown's clients pay a different fee schedule: 1.50% on the first $500,000 and 1.00% on amounts over $500,000. These fees will be charged through the end of his buyout period.
Fee Estimator
Location
4901 West 136th St, Leawood, KS, 66224
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2023Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Norman owns and operates Harp & Associates, PC, a CPA practice, dedicating nearly full-time hours to it. He also owns Chart Planning Private Wealth Management, LLC, which involves financial planning and independent insurance sales, and is an agent for Mid-American Development and Management, LLC, focusing on real estate and property management.
Employment History
Current Registrations
Retirement Resources INC.
Previous Registrations
B.B. Graham & Company, INC.Broker
Levitt Betzelberger Weinrich, INC.
Moloney Securities CO., INC.Broker
Honkamp Krueger Financial Services INC
Proequities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Cohen Advisory Services,llc
Royal Alliance Associates, INC.Broker
Shepard & Associates INC
Cambridge Investment Research, INC.Broker
State Registrations2 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.