Harper Financial Strategies, LLC

Overview

Harper Financial Strategies, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. In addition to advisory services, Harper Financial Strategies operates as an insurance broker, which influences the product mix it offers to clients. The firm charges fees using a mix of models — percentage of assets under management, hourly and fixed fees, and commission-based compensation — reflecting hybrid engagement types from ongoing advisory relationships to project work and insurance sales. Regulatory disclosures indicate the adviser is neither a multi-state ESG specialist nor a pension consultant, and it does not act as a capital allocator or a related adviser to other registered entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices