Harbor Asset Planning, Inc.

Overview

Harbor Asset Planning, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing structure mixes percentage-of-AUM fees with hourly and fixed-fee engagements, and the firm also conducts other financial product sales activities. Harbor Asset Planning is not positioned as a capital allocator and does not market itself on ESG investing or multi-state advisory platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives