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Melissa Kasper

HARRIS PRESTON & PARTNERS, LLC·AUSTIN, Texas
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1221 S MOPACE EXPRESSWAY, AUSTIN, TX 78746CRD# 6162976Firm CRD# 160068
01

About

Melissa Kasper is a registered financial advisor based in AUSTIN, Texas, affiliated with HARRIS PRESTON & PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HARRIS PRESTON & PARTNERS, LLC
HARRIS PRESTON & PARTNERS, LLC
AUM
$647M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at HARRIS PRESTON & PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERFORMANCE ALLOCATION
Regulatory
SEC/IARD CRD# 6162976
Firm CRD# 160068
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Kasper offer?
Melissa Kasper specializes in Retirement Planning. Contact their office in AUSTIN, Texas for a consultation.
What are Melissa Kasper's credentials?
Melissa Kasper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Kasper located?
Melissa Kasper is based in AUSTIN, Texas, working with HARRIS PRESTON & PARTNERS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Melissa Kasper charge for services?
Melissa Kasper's firm is compensated through percentage of aum, other: performance allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARRIS PRESTON & PARTNERS, LLC?
HARRIS PRESTON & PARTNERS, LLC has approximately 17 employees and manages $647M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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