KC
CFP
KC
CFP
Kurt Cornfield
39 Years of Experience
Lynchburg, VA
1 Disclosure
Kurt Cornfield is a CFP-designated registered investment advisor at Harvest - Faith-Based Investing, based in Lynchburg, VA, with 39 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | Included |
| $25K+ | 0.30% |
Accounts under $25,000 pay a flat subscription fee of $10 per month or $99 per year. Accounts of $25,000 or more pay 0.3% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
403 5th Street, Lynchburg, VA, 24504
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2006Denied
Employment History
Current Registrations
Harvest - Faith-Based Investing
March 2026 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1994 - September 2022 · 27 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1994 - September 2022 · 27 yrs 10 mos
Dean Witter Reynolds INC.Broker
March 1984 - November 1994 · 10 yrs 8 mos
State Registrations2 states
TXVA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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