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Paul Harris

Client 1st Advisory Group
24 Years of Experience
Hattiesburg, MS
View SEC Summary
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Paul Harris is a registered investment advisor at Client 1st Advisory Group, based in Hattiesburg, MS, with 24 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 353 clients with $510M in assets under management.

Client 1st Advisory Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
353 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$511.5M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Advisory fee ranges up to 1.50% and is based on aggregate value, account complexity, and investment strategies. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Hattiesburg, MS

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Paul works as a private banker at Hancock Whitney, providing financial planning and referring clients to specialists. This activity is not investment-related.

Employment History
Current Registrations
Client 1st Advisory Group
October 2025 - Present · 1 yr
Previous Registrations
Cetera Investment Advisers LLC
August 2022 - July 2025 · 2 yrs 11 mos
Cetera Investment Services LLCBroker
August 2022 - July 2025 · 2 yrs 11 mos
Hancock Whitney Investment Services INC.
January 2021 - August 2022 · 1 yr 7 mos
Hancock Whitney Investment Services INC.Broker
January 2021 - August 2022 · 1 yr 7 mos
Cetera Investment Advisers LLC
February 2014 - February 2021 · 7 yrs
Cetera Investment Services LLCBroker
February 2014 - February 2021 · 7 yrs
Morgan Keegan & Company, INC.
March 2007 - March 2012 · 5 yrs
Morgan Keegan & Company, INC.Broker
March 2007 - March 2012 · 5 yrs
Amsouth Investment Management Company LLC
January 2005 - March 2007 · 2 yrs 2 mos
Amsouth Investment Services, INC.Broker
October 2001 - March 2007 · 5 yrs 5 mos
Ids Life Insurance CompanyBroker
December 1999 - October 2001 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
December 1999 - October 2001 · 1 yr 10 mos
State Registrations1 state
MS
Advisor

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
No exam information available for this advisor.
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