William Harmon is a CFP, PFS-designated registered investment advisor at Harmon Financial Advisors, INC., based in Flowood, MS, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 8 clients with $16M 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 - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Location
10 Canebrake Blvd., Suite 110-10, Flowood, MS, 39232
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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
William is the owner of Harmon CPA, PLLC, providing tax preparation and consulting services since 1997, dedicating about a quarter of his time. He is also a contracted CFO for Provident Medical Solutions, Inc., a medical supply supplier, spending about a quarter of his time on accounting and taxes.
Employment History
Current Registrations
Harmon Financial Advisors, INC.
Previous Registrations
H.D. Vest Advisory Services, INC
Aig Retirement Advisors, INC.
H.D. Vest Advisory Services, INC
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.