Advisor at Harvest investment Services, 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 investment Services, LLC
Location
Fresno, CA
Credentials
Series 63, Series 65
Industry experience
4 years
Seth Scott is a financial advisor at Harvest Investment Services, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Agape Planning Partners and Heartwood Financial Planning. Outside of his advisory role, Scott is a musician and serves as Treasurer on the Board of Directors for Legacy Christian Church, a nonprofit religious organization. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and offers tailored investment strategies that incorporate fundamental, technical, cyclical, and charting analysis.
Based on Harvest investment Services, LLC
Based on Harvest investment Services, LLC
Fixed fees for financial planning up to $10,000 or more; Estate planning fees from $1,250 to $2,500 per engagement
$0 - $49,999: 2.80% $50,000 - $99,999: 2.75% $100,000 - $249,999: 2.50% $250,000 - $499,999: 2.25% $500,000 - $749,999: 2.00% $750,000 - $999,999: 2.00% $1,000,000 - $1,499,999: 1.75% $1,500,000 - $1,999,999: 1.75% $2,000,000 - $9,999,999: 1.50% $10,000,000+: negotiable
Insurance commissions earned by some representatives, separate and in addition to advisory fees
Hourly financial planning and consulting fees up to $500/hour
Account minimum: $25,000 Minimum fee: $25 quarterly Reporting Fee for accounts below $50,000 Fee-only: Hourly fees up to $500/hour; Fixed fees up to $10,000 or more; financial planning software annual fee up to $500; Estate planning fees $1,250 to $2,500 per engagement
Fresno, CA
California
Envoy Advisory Inc.
2025 - Present (1 year)
Shepherd's Wallet
2025 - Present (1 year)
Shepherd's Wallet Financial Services
2025 - Present (1 year)
Harvest Investment Services, LLC
2025 - Present (1 year)
Agape Planning Partners
2024 - 2025 (1 year)
Heartwood Financial Planning
2023 - 2025 (2 years)
PlanMember Securities Corporation
2021 - 2025 (4 years)
PlanMember Securities Corporation
2021 - 2025 (4 years)
Broadway Media Distribution
2021 - 2022 (1 year)
Jubilation Singers
2019 - 2022 (3 years)
Fresno COG
2012 - 2021 (9 years)
Seth Scott (self employed)
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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.
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.
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.
CFP®, Series 66
Fresno, CA
Diversified Wealth Management Solutions, LLC
CFP®, CRPC®
Fresno, CA
Coffeehouse Capital
Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!
CFP®, Series 63
Fresno, CA
JSW Global Capital Group
Series 65
Fresno, CA
RR Financial Management LLC
Series 66
Fresno, CA
Tri-Quest Investment Advisors
CFP®, Series 66
Fresno, CA
The Foundation Wealth Management, LLC
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