My Harvest Field Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
2
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
My Harvest Field Financial LLC offers discretionary portfolio management and financial planning services intended for individuals and high‑net‑worth individuals, creating individualized investment policy statements and administering ongoing account monitoring. The firm’s Form ADV reports no assets under management as of December 2025 and describes a small advisory staff supporting those services.
The firm’s investment approach combines multiple methods of analysis — including fundamental, quantitative, technical, charting, and modern portfolio theory — and employs both long‑term and short‑term trading strategies. MHFFL primarily recommends ETFs and mutual funds while also using fixed income, real estate funds (including REITs), annuities, commodities, and private placements when appropriate, and it typically manages client accounts on a discretionary basis with quarterly reporting.
MHFFL’s brochure discloses several outside business affiliations that distinguish it from many peers: management is affiliated with an accounting practice that provides accounting and tax services, principals act as solicitors for another advisory firm, and they hold roles in a national real‑estate private equity sponsor that sources pooled investment opportunities. The firm also participates in an institutional custodian program (receiving research and platform benefits), requires clients to use a specified broker‑dealer/custodian, and discloses potential conflicts related to commissionable insurance products and pooled‑vehicle interests.
Client services
Expertise
Fee options
Financial planning fixed fees between $350 and $5,000
All Assets+: 1.25% annually
Commission-based insurance products are offered through licensed insurance agency affiliates; commissions apply
Account minimum: $50,000 (may be waived at firm's discretion) Fee-only: Portfolio management fees based on 1.25% annually; Financial planning fixed fees between $350 and $5,000 (negotiable)
Main office location
My Harvest Field Financial LLC
14090 Southwest Freeway, Suite # 300
Sugar Land TX 77478, United States
Number of offices
2
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")