DH
CFP
DH
CFP

Danielle Harrison

5 Years of Experience
Columbia, MO

Danielle Harrison is a CFP-designated registered investment advisor at Harrison Financial Planning, based in Columbia, MO, with 5 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 26 clients with $26M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
26 clients
Average Client Portfolio
$990K average
Assets Under Management
$25.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $2.5M0.60%
$2.5M - $5.0M0.40%
$5M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

DH
Danielle Harrison

Location

303 N. Stadium Blvd., Suite 200, Columbia, MO, 65203

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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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Employment History
Current Registrations
Harrison Financial Planning
December 2020 - Present · 5 yrs 5 mos
State Registrations2 states
MOTX
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.
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Contact
Danielle Harrison