Austen
Harrison

Summit Financial Strategies Inc

CRD#7059720
Investment Advisor
in Columbus, OH

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About this Advisor

Austen Harrison is a financial advisor based in Columbus, Ohio, working with Summit Financial Strategies Inc. Austen has previously held positions at Summit Financial Strategies, Inc and Summit Financial Strategies Inc. Austen is registered to provide services in Ohio. Currently, Austen is part of Summit Financial Strategies Inc, which operates out of Columbus, Ohio. The firm has 32 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Summit Financial Strategies Inc includes asset-based and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

4111 Worth Ave. #510
Columbus, OH 43219-3599

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Summit Financial Strategies Inc Brokerage Details

Total Assets Under Management

$1,778,801,036

OH Average: $2,106,341,625
Total Number of Employees

32

OH Average: 34
Total Number of Accounts

949

OH Average: 1,972
Average Account Size

$1,874,395

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Austen Harrison Work History

2024 - Present (0 year)

Summit Financial Strategies, Inc

2020 - Present (4 years)

Summit Financial Strategies, Inc

2019 - 2020 (1 year)

Summit Financial Strategies Inc

2015 - 2019 (4 years)

Summit Financial Strategies, Inc

2014 - 2015 (1 year)

Summit Financial Strategies, Inc

Disclosures

Please visit the SEC profile of Austen Harrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Summit Financial Strategies Inc

Austen Harrison
Columbus, OH
Timothy Swain
Columbus, OH
Hannah Fitzpatrick
Columbus, OH
Steven Cavalieri
Columbus, OH
Benjamin Murray
Columbus, OH
Benjamin Skinner
Columbus, OH
Kate Coghill
Columbus, OH
Summer Anderson
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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