Charles Harper (CFP®, ChFC®, RICP®)

Charles Harper focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Federal Employees
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Military and Federal Employee Benefits

Business Owners

Stock Options, Restricted Stock Units and Employee Stock Purchase Plans

Tax Mitigation and Retirement Planning

Additional Information

I spent over 8 years working primarily with federal employees and veterans. I've helped hundreds of clients build and implement retirement plans. I started Harper Financial Planning LLC in an effort to provide better advice at a lower cost to more people. My goal is to take the work and worry out of planning. When I’m not meeting with clients or building financial plans, I’m either with family or outside. We have two little ones and dog (who counts as family). I enjoy scuba diving, swimming, running, cycling, mountain biking and playing music. My wife and I are active in our church community as well. I don’t get much time to sit and read, but I enjoy listening to audiobooks, especially by people who are the best at what they do in any field.

NAPFA Start Date

February 24, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

254 Harvest Glen Ln Columbia, SC 29169 Phone: (803) 394-7537