Advisor at Harvest Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harvest Financial Advisors, LLC
Location
West Chester, OH 45069
Credentials
Series 63, Series 65
Industry experience
4 years
Benjamin Hunter is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Hunter has also been involved with Crossroads Community Church and operated his own financial coaching and estate solutions businesses. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using a variety of analytical approaches and offers ongoing client communication through newsletters and educational events.
Based on Harvest Financial Advisors, LLC
Based on Harvest Financial Advisors, LLC
$500,000 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001 - $20,000,000: 0.60% annually $20,000,000+: 0.50% annually
Account minimum: $500,000 Minimum fee: $5,000 per year minimum fee for accounts below $500,000
8840 Cincinnati Dayton Road
West Chester, OH 45069
Florida · Indiana · Kentucky · Ohio · Pennsylvania · Texas
Harvest Financial Advisors
2023 - Present (3 years)
Thrivent Financial
2022 - 2023 (1 year)
Thrivent Financial
2021 - 2022 (1 year)
Thrivent Investment Management Inc
2021 - 2023 (2 years)
Fed Ex
2020 - 2021 (1 year)
Crossroads Community Church
2020 - 2021 (1 year)
Granny's Furniture
2019 - 2019 (1 year)
Crossroads Community Church
2018 - 2020 (2 years)
Hunter Financial Coaching
2018 - 2020 (2 years)
Hunter Estate Solutions
2018 - 2019 (1 year)
Social Security Administration
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Mason, OH
UIS Investment Management LLC
Series 66
Milford, OH
Jacobs Wealth Management, LLC
CFP®, Series 63
West Chester, OH
Tishy Financial LLC
Series 63, Series 65
Cincinnati, OH
Seven Hills Capital Advisors
CFA®, Series 65
Cincinnati, OH
Beechwood Capital Management, Inc.
CFA®, Series 63
Cincinnati, OH
Moy Investment Management, LLC
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