Stephanie Harris
Stephanie Harris is a CFP-designated registered investment advisor at S Harris Financial Group, LLC, based in San Antonio, TX, with 23 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 240 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
S Harris Financial Group offers investment management as part of its wealth management services. The fee for wealth management can be up to 2.00% of your portfolio's value each year, paid quarterly. The exact fee is negotiable based on the complexity of your situation and the amount you invest. Clients with less than $1,000,000 may also be charged a separate annual financial planning fee.
Location
4456 Lockhill Selma Rd, Suite 101, San Antonio, TX, 78249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephanie is a managing member or partner in several LLCs, including Harris Blessings LLC, Harris Hullabaloo, Just Piddlin' LLC, and S Harris Ventures, LLC, primarily focused on real estate and property management. Stephanie is also an insurance agent with S Harris Financial Group, LLC, dedicating a few hours per week to consulting with clients and placing insurance products.
Employment History
Current Registrations
S Harris Financial Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Padgett Financial Services, LLC
Raymond James Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.