Harvey Little
Harvey Little is a CFP-designated registered investment advisor at Wh Wealth Management LLC, based in Berea, KY, with 16 years of industry experience. Harvey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 34 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5K | 1.00% |
| $5K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees for amounts greater than $1 million are negotiable. Fees are calculated and charged quarterly in arrears.
Fee Estimator
Location
Berea, KY
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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 →Other Business ActivitiesSells Insurance
Harvey sells life insurance and manages residential and commercial real estate. These activities take a few hours per week each.
Employment History
Current Registrations
Wh Wealth Management LLC
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.