Harrison Robinson Sommers
CFP®Professional Summary
HARRISON ROBINSON SOMMERS, CFP® is a registered financial advisor currently at ROOT FINANCIAL PARTNERS located in Chicago, Illinois. HARRISON is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. HARRISON has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Harry Sommers is a private wealth advisor with a passion for financial planning and as a CFP® is a strong believer in upholding the fiduciary standard of care. Harry works with individuals, families, business owners, and corporate executives in the creation and implementation of long-term personalized wealth management strategies. Harry’s primary responsibilities revolve around providing clients and their families with a greater understanding their unique financial situation. This is done by working with each family...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS
Contact Information
Main Address
801 Barton Springs Rd, Austin, TX 78704Mailing Address
1106 2nd Street Suite 102, Encinitas, CA 92024Phone Number
(760) 452-0720# of Employees
65SEC notice filing (47 States and Territories)
Registered to provide investment advisory services in 47 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,110AUM (Assets Under Management)
$2,147,774,389Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS
State Registrations and Notice Filings
(1/22/2025)
(1/5/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view HARRISON ROBINSON SOMMERS's CRS (Customer Relationship Summary).
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