Advisor at Harvest Financial Advisors, Inc.
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, Inc.
Location
Huntington Beach, CA 92649
Credentials
CFP®, Series 65
Industry experience
22 years
Stephen Prichard is a CFP® with 22 years of industry experience, serving as the sole advisor at Harvest Financial Advisors, Inc. since 2002. He also operates Stephen V. Prichard, An Accountancy Corporation, which provides tax and accounting services to individuals and businesses. Harvest Financial Advisors primarily serves the accounting and tax clients of its owner by consulting on existing investment relationships and referring clients to third-party money managers. The firm does not manage assets directly but evaluates client advisors, recommends changes, and selects advisers with strong track records, operating under a referral-based model closely affiliated with the principal’s accounting practice.
Account minimum: No minimum account balances requirements
5882 Bolsa Avenue, Suite 130
Huntington Beach, CA 92649
California
Harvest Financial Advisors, Inc.
2002 - Present (24 years)
Stephen V. Prichard, An Accountancy Corporation
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:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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