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Financial Planning > College Planning

David Harris

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Legacy Solutions

355 Gemma Circle

Santa Rosa, California 95404-2733


[email protected]

Year firm began: 1997

Number of consultants in office: 1

Number of clients: Usually 3-4 clients at any given time; has worked with about 30 since the firm’s inception

Compensation method(s): Project fee or hourly rate. The two main portions of the process (financial philosophy and financial strategy) each cost anywhere from $5,000 to $20,000.

Hourly rate: $150

Client demographics: A typical client has assets of between $3 million and approximately $50 million. Many are involved in family-owned businesses.

Education: B.S. in chemistry from Earlham College (Indiana), M.S. in agronomy from Purdue University, Ph.D. in agricultural economics from University of Hawaii

Previous incarnations: Executive of the California/Nevada United Methodist Foundation; research associate at the International Center of Tropical Agriculture in Colombia, South America

Professional designation(s): None

Outside interests: Maintaining fluency in Spanish and German, participating in the Rotary Club, learning about alternative-fuel vehicles and energy-efficient homes