James Harpst
Advisor at Infresh, Inc.
Updated today
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.
About
James Harpst is a financial advisor at Infresh, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at InFresh Financial Network, LLC since 2011 and previously at Harpst Insurance Services from 2010 to 2019. Infresh serves individual investors and employers sponsoring retirement plans by offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical asset-allocation approach and provides an automated ETF-based investment program alongside custom-managed accounts.
Expertise
Based on Infresh, Inc.
Active portfolio management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Fee options
One-time fixed fees for financial planning (amounts not specified)
$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%
Hourly fees for financial planning (specific rates not stated)
Minimum fee: $2,500 per year for asset management; $1,000 per year for pension consulting (may be reduced or waived) Fee-only: Financial planning fees billed hourly, monthly, or fixed fee; negotiable
Location
1219 W. Main Cross St., Suite 205
Findlay, OH 45840
Most active in
James H has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Work history
InFresh Financial Network, LLC
2011 - Present (15 years)
Harpst Insurance Services
2010 - 2019 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Scott H
CFP®, Series 63, Series 65
Findlay, OH
Resolute Wealth Advisor, Inc.
Joshua R
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Jason F
Series 66
Findlay, OH
StraightLine
Anthony H
Series 65
Findlay, OH
Hixon Zuercher Capital Management
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