Harrison William Maizels
Investment adviser representative at Core Planning
10 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$525MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Core Planning, LLCMar 2025 to now
- Facet WealthMay 2021 to Mar 2025
- Hightower Securities, LLCSep 2016 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 14 states (AZ, CA, MA, MD, MI, MO, MS, NC, NM, NY, OR, TX, UT, WA).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6062291
- Firm CRD
- 154660