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Kyle Mills

Harvest Financial Group, LLC
28 Years of Experience
Richmond, VA
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Kyle Mills is a registered investment advisor at Harvest Financial Group, LLC, based in Richmond, VA, with 28 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 275 clients with $79M in assets under management.

Harvest Financial Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
275 clients
Average Client Portfolio
$286K average
Assets Under Management
$78.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annualized fee ranges from 0.50% to 2.50% and is negotiable based on the size of the account. Fees are calculated and collected quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3900 Westerre Parkway, Suite 300, Richmond, VA, 23233

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History

Regulatory History (3)
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.
Regulatory
August 2019
Final
Regulatory
August 2017
Final
Customer Dispute
April 2017
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kyle works as an insurance agent, dedicating a few hours per week to this activity. He also spends minimal time per month on live music performance.

Employment History
Current Registrations
Harvest Financial Group, LLC
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Harvest Financial Group, LLC
April 2009 - December 2017 · 8 yrs 8 mos
H. Beck, INC.Broker
October 2003 - March 2009 · 5 yrs 5 mos
H. Beck, INC.
October 2003 - March 2009 · 5 yrs 5 mos
Lincoln Financial Advisors Corporation
June 2003 - October 2003 · 4 mos
Lincoln Financial Advisors CorporationBroker
June 2003 - October 2003 · 4 mos
The Lincoln National Life Insurance CompanyBroker
June 2003 - October 2003 · 4 mos
Capital Investment Advisors
May 2000 - May 2003 · 3 yrs
National Planning CorporationBroker
April 1999 - May 2003 · 4 yrs 1 mo
Centennial Capital Management, INC.Broker
July 1998 - May 1999 · 10 mos
State Registrations2 states
CAVA
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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