Harvest Financial Partners provides investment advice and financial planning services to individuals, retirement plans, trusts, estates, and businesses. Harvest offers both discretionary and non-discretionary investment advice, as well as financial planning in areas like retirement, estate planning, insurance, and budgeting. Harvest is a fee-only advisor, meaning it is compensated solely by client fees and accepts no commissions.
Assets Under Management$130M
Clients137
Advisors2
Avg. per Client$960K
Avg. per Advisor$66M
Fee Structure
Planning is included in investment management (also available separately)
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.
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