James Wright is a CFA-designated registered investment advisor at Harvest Financial Partners, based in Paoli, PA, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 137 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harvest Financial Partners charges a fee based on the value of your portfolio. The annual fee is no more than 1.00% of the assets they manage. Fees may be negotiable. Financial planning services may be included, but some may require an additional fee if you agree to it.
Location
159 Lancaster Avenue, Suite Three, Paoli, PA, 19301-1782
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Harvest Financial Partners
Previous Registrations
Davidson Capital Management
State Registrations1 state
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.