Jonathan Harrison is a CFP-designated registered investment advisor at Sound Stewardship, LLC, based in Overland Park, KS, with 11 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 190 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Stewardship manages your investment portfolio as part of the Annual Planning Relationship. Investment management fees are bundled into your overall annual fee, which is based on your total net wealth rather than the size of your investment portfolio alone. For example, a client with a net wealth of $1,000,000 pays an initial annual fee of $8,500, and $7,500 in subsequent renewal years. Rates scale upward based on net wealth. There are no separate percentage-of-assets fees for managing investments.
Contact
Jonathan Harrison
Location
9101 W. 110th St., Suite 150, Overland Park, KS, 66210
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 →Employment History
Current Registrations
Sound Stewardship, LLC
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.
Exams
Additional Information
At Sound Stewardship we help you find confidence and contentment through faithful financial decision-making. We want to help you grow not just in wealth, but in wise stewardship, guided by your values.
More Advisors
- Jordan Smith, CFPSound Stewardship, LLC
- Derek HensleySound Stewardship, LLC
- Joel Reimer, CFPSound Stewardship, LLC
- Matthew Syverson, CFPSound Stewardship, LLC
- Kristin Schroeder, CFPSound Stewardship, LLC
- Joshua Spradling, CFPSound Stewardship, LLC