RIA Intel›Advisers›South Carolina›HARPER FINANCIAL PLANNING LLC

HARPER FINANCIAL PLANNING LLC

Advisory

SC

Data as of Jun 22, 2026 · Source: SEC Form ADV

Average account
$143K
across 247 accounts
AUM per adviser
$35M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM
$35M
Discretionary %
100%
Clients
100
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients100
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

OLYMPIA ADVISORS LLC
$34M
COEN & DENSMORE INC
CHARLESTON, SC
$37M
+2.8% 1Y
CAPITAL DESIGN ADVISORY SERVICES LLC
GREENVILLE, SC
$33M
LIBERTY ADVISORS, LLC
ANDERSON, SC
$38M
+139.3% 1Y
J. BENJAMIN FINANCIAL, LLC
MOUNT PLEASANT, SC
$38M
PREMIER WEALTH PARTNERS, LLC
SUMMERVILLE, SC
$32M

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