Harvest Financial Planning Associates, LLC logo

Harvest Financial Planning Associates, LLC

Updated today

Total assets under management

$8,284,895

Total clients

31

6% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

31

Average account size

$267,255

Client services

Financial planning Portfolio management Pension consulting

Fee options

Percentage

$1 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $3,000,000: 0.50% $3,000,001+: 0.35%

Other

Account minimum: $300,000 Fee-only: Fee-only firm; compensation only from advisory fees, no commissions.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Harvest Financial Planning Associates, LLC

Lancaster PA, United States

Number of offices

1

Advisors at this firm

Sam F

CFP®, ChFC®

Lancaster, PA

Harvest Financial Planning Associates, LLC

At Harvest Financial Planning Associates, LLC, we are proud to serve the hard working individuals and families who form the back bone of our community - Trade workers and Powerplant employees. You dedicate your time and energy to building, maintaining, and powering our world and we are here to ensure that the fruits of your labor are protected and will grow for years to come. We understand the unique challenges and opportunities you face such as: Union benefits How to make overtime pay accelerate your ability to retire Varying income based on the market cycle Changing jobs Long labor intensive hours Stock options Starting your own business We understand your hesitancy to engage with a financial advisor - you may: 1. You do not trust financial advisors - I will not show up in a suit, my style is to lay out pros and cons of all decisions and help you decide 2. Think its too expensive - A good financial advisor should provide way more value than they receive 3. Prefer to rely on peers or family for advice - I have witnessed a lot of good and bad advice come from the friends and family of my clients. Wondering if the advice is good or bad? I'll offer you a second opinion 4. Assume your union benefits will cover everything - It is possible, but are you sure? 5. Feel you are too busy - I enjoy what I do and I care about the people I do it for - we will make a time work for both of us 6. Don't think you earn enough - it does not take a lot to get started, time is your best friend 7. Think your comfortable with the status quo - you could very well be, what if the status quo leaves you coming up short for retirement? How can I serve you?

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