HH
CFP
HH
CFP

Harris Hanson

19 Years of Experience
Friendswood, TX
Sells Insurance

Harris Hanson is a CFP-designated registered investment advisor at Texas Family Wealth, LLC, based in Friendswood, TX, with 19 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 363 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
363 clients
Average Client Portfolio
$630K average
Assets Under Management
$228.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.85%
$5M+Included

Fees negotiable for assets over $5,000,001.

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

161 W Shadowbend Avenue, Suite 101, Friendswood, TX, 77546

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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 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
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2012 - October 2023 · 11 yrs 7 mos
Raymond James Financial Services, INC.Broker
March 2012 - October 2023 · 11 yrs 7 mos
Edward Jones
December 2007 - March 2012 · 4 yrs 3 mos
Edward JonesBroker
August 2006 - March 2012 · 5 yrs 7 mos
State Registrations1 state
TX
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.