Gary Harris is a registered investment advisor at S Harris Financial Group, LLC, based in San Antonio, TX, with 11 years of industry experience. Gary 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.
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Gary is involved in several business activities, including managing member of Harris Hullabaloo, LLC (rental property), partner at Harris Ventures and Analysis (business consulting and asset holding), member of Just Piddlin' LLC (personal property), managing member of S. Harris Ventures, LLC (asset holding), and member of Harris Blessings LLC. These activities require a few hours per week of Gary's time.
Employment History
Current Registrations
S Harris Financial Group, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
USAA Investment Management CompanyBroker
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.