Harris Hanson
Harris Hanson is a CFP-designated registered investment advisor at Texas Family Wealth, LLC, based in Friendswood, TX, with 20 years of industry experience. Harris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,072 clients with $260M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees for assets over $5,000,000 are negotiable at the sole discretion of the Advisor. Fees take into consideration aggregate assets under management across all accounts.
Fee Estimator
Location
161 W Shadowbend Avenue, Suite 101, Friendswood, TX, 77546
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 ActivitiesSells Insurance
Harris is a board member, finance/investment committee member, director, subcommittee member, and committee member for Friendswood Education Foundation, a non-profit organization, since 2016, dedicating a few hours per week to this role. Harris is also a licensed insurance professional, dedicating about 10-20% of their business time to this activity.
Employment History
Current Registrations
Texas Family Wealth, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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
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