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They include 139 individual clients and 108 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does S Harris Financial Group offer?","answer":"S Harris Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, divorce planning, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does S Harris Financial Group charge?","answer":"S Harris Financial Group charges up to 2.00% for its Wealth Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.","source":"S HARRIS FINANCIAL GROUP DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY, filed 18 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does S Harris Financial Group use?","answer":"S Harris Financial Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $404M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does S Harris Financial Group have?","answer":"S Harris Financial Group has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does S Harris Financial Group invest in?","answer":"At the end of its last fiscal year, S Harris Financial Group’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns S Harris Financial Group?","answer":"S Harris Financial Group’s direct owners are Stephanie Harris (50% to 75%) and Gary Harris (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does S Harris Financial Group get paid?","answer":"S Harris Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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