Harlan PruittCFP® · RICP®
Retirement Planner · Sunrise Retirement Counsel · Miami, FL
★★★★★ 4.7(118+ client reviews)
Fee
1.10%
Fee-based
Minimum
$100k
to start
Experience
24 yrs
advising clients
Response
within 1 business day
typical reply
About Harlan
Harlan has spent twenty-four years helping northerners retire south: establishing Florida domicile correctly, unwinding two-state tax exposure, and rebuilding an income plan around no-income-tax living.
His clients skew 60-plus and meet him in person - the handshake still matters in this practice.
Specialties & services
- Two-state residency and domicile planning
- Medicare and long-term-care navigation
- In-person offices in Miami and Boca Raton
Best for
Snowbirds and relocating retirees
Sound like you? Smart move: compare Harlan against 2–3 similar advisors before deciding. The matcher screens the whole network against your goals and shows you Harlan's availability alongside the alternatives — free.
Frequently asked about Harlan Pruitt
What are Harlan Pruitt's fees?
Harlan Pruitt of Sunrise Retirement Counsel publishes a fee of 1.10% AUM (fee-based). Fees can change and may vary by service level, so confirm directly before engaging.
What is Harlan Pruitt's account minimum?
Sunrise Retirement Counsel lists a minimum of $100k in investable assets for ongoing management. If you're below the minimum, the AdvisoryReviews matcher can route you to network advisors with no minimum.
Is Harlan Pruitt a fiduciary?
Harlan Pruitt operates under the fiduciary standard. Always verify any advisor's registration and record on the SEC's Investment Adviser Public Disclosure site before engaging.
Does Harlan work with clients outside Miami?
Sunrise Retirement Counsel primarily serves clients in and around Miami, FL, with in-person meetings. If you're elsewhere, the matcher can find comparable advisors who work virtually.
How do I book a call with Harlan Pruitt?
Use the free AdvisoryReviews matcher to check Harlan's current availability. Advisors cap new clients monthly, so the matcher confirms fit and open capacity first — then the intro call is scheduled at no cost and with no obligation.
Advisors similar to Harlan
Meredith Calloway
CFP® · ChFC® · Austin, TX
Pre-retirees within 10 years of the finish line
0.85% AUM · $250k min
GHGrant Halloway
CFP® · RICP® · Dallas, TX
First-generation retirees who want a steady hand
1.00% AUM · $100k min
CDCamila Reyes-Durán
CFP® · Los Angeles, CA
Entertainment-industry professionals with uneven income
0.80% AUM · $250k min
Demo profile for template purposes. In production, profiles are compiled from public regulatory filings (SEC Form ADV / FINRA BrokerCheck) and advisor-provided information. A profile listing does not constitute an endorsement of AdvisoryReviews by the advisor, or of the advisor by AdvisoryReviews. Verify any advisor's registration at adviserinfo.sec.gov. Advisors may claim and update their profile by contacting hello@advisoryreviews.com.