Harbor Light Planning
Firm details
- Headquarters
- ,
- CRD number
- 129022
- Registered since
- May 29, 2026
- Website
- harborlightplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.51%
- Individuals7.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Harbor Light Planning is an independent, owner-operated registered investment adviser structured as an LLC that serves individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small-business owners. Its fee model mixes AUM-based fees with hourly and fixed-fee arrangements, suggesting flexibility for both ongoing investment management and standalone planning engagements. Harbor Light is not positioned as a capital allocator or as an active ESG investor, and it appears to run a single-adviser style practice rather than a multi-state or related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- US Government Bonds13%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
Contacts
1 of 1
Jarryd Smith
Managing Partner, Senior Financial PlannerCRD 7404962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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