HARPER FINANCIAL PLANNING

HARPER FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 333107). Regulatory assets under management: $35.4M.

Registration

• CRD: 333107
• Type: Registered investment adviser
• Phone: 803-394-7537
• Latest filing: 2026-06-22
• Regulatory AUM: $35.4M
• Discretionary AUM: $35.4M
• Clients: 1
• Accounts: 247

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333107 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search