Rachel Harris is a registered investment advisor at Harris Financial Consulting, PLLC, based in Alvin, TX, with 5 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K+ | 1.50% |
For retail advisory accounts, the annual fee is 1.50% of the portfolio value, charged monthly in advance for accounts valued at $50,001 or more. For client-directed retail investment accounts valued at or under $50,000, there is a $600 annual fee, with a monthly payment option of $50/month.
Fee Estimator
Location
Alvin, TX
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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 →Employment History
Current Registrations
Harris Financial Consulting, PLLC
Previous Registrations
PFS Investments INC.Broker
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.