RIA Intel›Advisers›Kansas›HARPER FINANCIAL STRATEGIES, LLC

HARPER FINANCIAL STRATEGIES, LLC

Advisory

KS

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in KS
#262
of 271 advisers by AUM
Average account
$117K
across 330 accounts
AUM per adviser
$39M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$39M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$39M
Discretionary AUM$37M
Non-Discretionary AUM$2M
Discretionary %96.1%
Total Clients111
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

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

HALLIER FINANCIAL, INC.
LEAWOOD, KS
$39M
-36.6% 1Y
SPECTRUM WEALTH ADVISORS, INC.
OVERLAND PARK, KS
$38M
-38.2% 1Y
ROADMAP WEALTH MANAGEMENT LLC
$38M
INDEX WEALTH ADVISORS, LLC
OVERLAND PARK, KS
$40M
FIRSTPOINT FINANCIAL, LLC
LEAWOOD, KS
$36M
-68.2% 1Y
STATE LINE WEALTH MANAGEMENT, LLC
OVERLAND PARK, KS
$41M

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