Russell Harlan
Russell Harlan is a registered investment advisor at Harlan Financial LLC, based in Lancaster, PA, with 16 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 107 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harlan Financial uses third-party asset managers to manage client investments. The total fee you pay depends on which manager is selected and the amount of your assets.
For example, if you choose Efficient Advisors for non-qualified household accounts, you'll pay a total fee that includes 1% to Harlan Financial plus a percentage to Efficient Advisors. The total fee ranges from 1.15% to 1.35% depending on the amount invested. Fees are deducted directly from your account monthly in advance.
If your account falls below $50,000, it may be placed into a "Small Account Allocation" which mirrors the standard portfolio as closely as possible.
Location
Lancaster, PA
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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 ActivitiesSells Insurance
Russell sells insurance products and provides consultation services for investment advisory software and website development. He is also the Chief Operating Officer of Alive3D and manages RKR Real Estate, which owns and operates five rental properties.
Employment History
Current Registrations
Harlan Financial LLC
Previous Registrations
Murray Wealth Management
Triad Advisors, INC.
State Registrations3 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.