Jeffrey Harshman is a CFP-designated registered investment advisor at Human Financial, based in Austin, TX, with 17 years of industry experience. Jeffrey 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, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Human Financial offers ongoing annual retainer agreements priced between $1,000 and $3,000 per year, depending on the complexity of your situation. This service is designed for clients who prefer continuous, recurring financial guidance and advice.
- Holistic Financial Plan — $2,500 to $4,000 depending on the complexity of your situation, covering retirement, taxes, estate planning, investments, and insurance, complete with a six-month implementation roadmap
- Implementation Assistance — $600 for an additional six months of help putting your financial plan into action
- Limited-Scope Hourly Planning — $150 per hour for targeted advice on specific financial questions or projects
- Follow-On Implementation Work — $150 per hour for meetings and tasks after your initial plan is delivered
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Human Financial
State Registrations1 state
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