# HARRY LICURSI TAX & RETIREMENT PLANNING

HARRY LICURSI TAX & RETIREMENT PLANNING is an SEC-registered investment adviser.

## Registration

- CRD: 130299
- Type: SEC-registered investment adviser
- Phone: 707-478-3411
- Latest filing: 2026-07-15
- Regulatory AUM: $20.0M
- Non-discretionary AUM: $20.0M
- Accounts: 76

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130299/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130299/similar
- Related entities: https://search.stillhousedata.com/firm/130299/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130299

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.