Harrell Investment Partners

What Harrell Investment Partners does

Harrell Investment Partners, LLC is a privately held, SEC-registered investment advisor (RIA) founded in January 2019 and headquartered in Austin, Texas. The firm provides wealth management, investment management, and financial planning services to individual retail investors, including high-net-worth individuals, families, joint accounts, retirement accounts, and trust and estate accounts. Core offerings include a comprehensive Wealth Management service combining financial planning and investment management, standalone Investment Management on discretionary and non-discretionary bases, and standalone Financial Planning on hourly or fixed project-based fee structures.

The firm invests client portfolios across traditional financial instruments—stocks, ETFs, bonds, mutual funds, closed-end funds, and independent managers—as well as alternative investments through a platform built internally. The firm has no proprietary technology platform; it uses traditional advisory workflows, hosts its client portal through Raymond James (clientaccess.rjf.com), and provides at-least-annual client meetings. There is no disclosed use of AI, robo-advisory, or automated portfolio management technology.

Harrell Investment Partners generates revenue through four streams: (1) asset-based advisory fees up to 1.25% annually on AUM, billed quarterly; (2) hourly financial planning fees up to $500 per hour; (3) fixed project-based financial planning fees; and (4) insurance product commissions earned by licensed professionals in a separate capacity. A minimum annual fee of $10,000 applies. The 5-person team is led by Founder/CEO Robert K. Harrell II, with 30+ years of industry experience from Merrill Lynch and Raymond James. The firm is founder-owned, with no disclosed external funding, acquisitions, or institutional backing.

Name

Harrell Investment Partners

Legal name

Harrell Investment Partners, LLC

Website

https://harrellpartners.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Harrell Investment Partners is a privately held, SEC-registered investment advisor in Austin, Texas, providing wealth management, investment management, and financial planning services to high-net-worth individuals, families, and trust and estate accounts through asset-based and fee-based advisory engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset-Based Advisory Fees: Asset-based fees for wealth management and investment management services, charged quarterly as a percentage of assets under management (AUM) in client accounts. Range up to 1.25% annually. Presents a conflict of interest as the firm is incentivized to grow client assets.
2. Hourly Financial Planning Fees: Hourly fees for financial planning services at up to $500 per hour, collected as a single installment. Negotiable based on complexity and relationship. Provides upfront cost estimates.
3. Fixed Project-Based Fees: Fixed project-based fees for financial planning engagements based on expected hours at the hourly rate. Collected as a single installment. Negotiable based on scope and relationship.
4. Insurance Product Commissions: Financial professionals licensed as insurance agents may offer insurance products in their separate capacity, earning commission-based compensation separate from advisory fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Harrell Investment Partners is a registered investment advisor that delivers wealth management, investment management, and financial planning services to individuals, families, and trust/estate accounts. Portfolios are managed on discretionary and non-discretionary bases using stocks, ETFs, bonds, mutual funds, closed-end funds, independent managers, and alternative investments, with at least annual reviews and dynamic asset allocation aligned to each client's goals.

Product overview

Harrell Investment Partners offers a unified wealth management platform combining financial planning and investment management services. The core offering is Wealth Management, supplemented by standalone Investment Management and Financial Planning services. The firm manages portfolios utilizing stocks, ETFs, bonds, mutual funds, closed-end funds, independent managers, and alternative investments. Services are provided on both discretionary and non-discretionary bases across individual, joint, retirement, trust, and estate account types.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management combining financial planning and investment management, tailored to individual, joint, retirement, trust, and estate accounts. The firm dynamically allocates assets across stocks, ETFs, bonds, mutual funds, closed-end funds, independent managers, and alternative investments on a discretionary or non-discretionary basis. Intended for retail investors and families seeking an integrated, relationship-led advisory relationship.
• Investment Management Discretionary and non-discretionary portfolio management services provided on a perpetual basis, with ongoing monitoring and regular client meetings to align investments with client objectives and risk tolerance. Available as a standalone offering to clients who do not require the full wealth management package.
• Financial Planning Individualized financial planning offered on an hourly (up to $500/hour) or fixed project-based fee structure, helping clients navigate the complexities of their financial lives including goal-setting and risk assessment. Available as a standalone service or as part of the wealth management engagement, with upfront cost estimates provided.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Creative Planning: One of the largest independent RIAs, providing wealth management, investment management, and financial planning to HNW individuals nationwide. Comparable holistic service offering and fiduciary positioning; serves as a scaled incumbent alternative to boutique firms like Harrell.
• Raymond James Financial Services: Major wealth management and investment services firm with a national network of independent advisor practices. Harrell's founder spent 20 years as SVP at Raymond James & Associates, and the firm still uses RJF custodial services (clientaccess.rjf.com), indicating direct operational comparability and a natural pipeline for breakaway advisors.
• Fisher Investments: Large investment management firm primarily serving HNW private clients and institutions with discretionary portfolio management. Comparable discretionary investment management offering for HNW individuals, though at significantly greater scale and with a more institutional, less personalized service model.
• Focus Financial Partners: RIA aggregator and partnership platform providing capital, infrastructure, and continuity to high-quality independent wealth management firms. Comparable to Harrell's boutique RIA profile, and a likely rollup acquirer or partnership path for founder-led firms of its size.
• Edelman Financial Engines: Large national RIA combining financial planning with investment management for HNW and mass-affluent clients. Comparable integrated planning-plus-investing model and broad service suite, though at much greater scale and with proprietary planning tools Harrell lacks.
• Carson Group: National RIA platform serving HNW families and business owners with holistic financial planning and investment management. Comparable service mix and target client (HNW households seeking integrated advice) but operates through a much larger advisor network than Harrell's single-office boutique.
• Mariner Wealth Advisors: Large-scale national RIA offering comprehensive wealth management, investment advisory, and financial planning to HNW families. Comparable as a scaled-up version of Harrell's boutique fiduciary model, with the same core service architecture but a much broader footprint and deeper bench.

Direct peers

• Halbert Hargrove: Boutique RIA providing fee-only wealth management and financial planning to HNW families and individuals, with similar personalized, fiduciary service model. Most directly comparable peer in size and structure, offering a like-for-like benchmark for boutique RIA economics and client mix.

Emerging players

• Personal Capital (Empower Personal Dashboard): Tech-enabled wealth manager combining digital planning tools with human advisor support for HNW clients. Comparable HNW focus and integrated investment + planning services, but competes via proprietary technology platform that Harrell explicitly lacks.
• Facet Wealth: Tech-enabled financial planning and wealth management firm serving HNW clients virtually with a flat-fee model. Comparable financial-planning-centric value proposition and national reach but competes via technology-enabled delivery at lower minimums than traditional boutique RIAs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/harrell-investment-partners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Harrell Investment Partners