Jason Harvey
Jason Harvey is a registered investment advisor at Active Lifestyle Financial Planning, based in Charleston, SC, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 31 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Investment advice is part of ALFP's financial planning process. ALFP is a financial planning-centric firm, not an asset manager compensated under the Assets Under Management (AUM) fee model. ALFP provides investment advice, with the client making the final decision on investment selection.
Location
Charleston, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Active Lifestyle Financial Planning
State Registrations2 states
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