Harvest Advisors, LLC logo

Harvest Advisors, LLC

Updated today

Client assets under management

$32,998,313

Clients

107

4% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

36

Low

Average account size

$308,395

About

Harvest Advisors, LLC provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations and business entities, and routinely works with clergy and church-related clients. The firm advises on individual equities and mutual funds and offers ongoing wealth-management services tailored to clients’ broader financial needs.

Advisory work is client-specific and begins with assessing goals and risk tolerance (age, net worth, investment understanding) and may include client-imposed restrictions; portfolio strategies are generally categorized as mostly fixed income, mostly equity, or balanced and are implemented using fundamental and technical analysis with typical holding horizons of two to five years. All accounts are managed on a discretionary basis and custodied at Charles Schwab, with regular portfolio reviews and fee billing handled quarterly.

What distinguishes the firm from many peers is its affiliation with related businesses that provide tax preparation, bookkeeping, payroll and pension-plan administration targeted to pastors, churches and similar clients across multiple states, and the firm’s engagement in educational and ministry-related outreach such as teaching and client communications. The firm is modest in scale (roughly $33 million in AUM with about 100 clients) and recently completed an ownership transition in which the founding owner moved away from ownership while remaining active in client service.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management General retirement planning General tax planning

Fee options

Percentage

$1 - $249,999: 2.00%-1.89% $250,000 - $499,999: 1.82%-1.55% $500,000 - $749,999: 1.53%-1.45% $750,000 - $999,999: 1.42%-1.32% $1,000,000 - $1,249,999: 1.30%-1.21% $1,250,000 - $1,499,999: 1.20%-1.14% $1,500,000 - $1,999,999: 1.14%-1.05% $2,000,000 - $2,499,999: 1.05%-1.00% >$2,500,000+: 1.00%

Other

Fee-only: Financial planning fees range from $400 to $1,000 per typical 2-hour session

Main office location

Harvest Advisors, LLC

4942 Higbee Ave Nw, Suite A

Canton OH 44718, United States

Number of offices

1

Most active in

Ohio

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Thomas H

Series 63, Series 65

Canton, OH

Harvest Advisors, LLC

Thomas Houston is a financial advisor at Harvest Advisors, LLC in Canton, Ohio, holding Series 63 and Series 65 licenses with five years of industry experience. His work history includes roles at Church of the Covenant and S. D. Clifford Advisors, LLC, as well as prior experience at Park Avenue Securities and Guardian Life Insurance. Outside of finance, he has been involved with church organizations, including John Knox Presbyterian Church. Harvest Advisors provides fee-based financial planning and discretionary portfolio management to individuals and various entities, with specialized services for pastors and churches. The firm integrates investment management with affiliated tax, payroll, and pension services tailored to religious organizations.

Wealth management General retirement planning General tax planning
user avatar

Michael B

Series 65

Canton, OH

Harvest Advisors, LLC

Michael Beels is a financial advisor at Harvest Advisors, LLC in Canton, OH, holding a Series 65 designation with nine years of industry experience. He has worked at Clifford & Associates since 2016 and previously spent 35 years at The Timken Company. Harvest Advisors provides fee-based financial planning and discretionary portfolio management to a diverse client base, including individuals, trusts, pension plans, and religious organizations. The firm employs fundamental, charting, and technical analysis to construct portfolios aligned with client goals and risk tolerance, and it offers integrated tax, payroll, and pension services tailored to churches and pastors.

Wealth management General retirement planning General tax planning
user avatar

Steven C

CFP®, Series 65

Canton, OH

Harvest Advisors, LLC

Steven Clifford is a CFP® with 18 years of industry experience, currently serving as an advisor at Harvest Advisors, LLC in Canton, OH. He has owned and operated Clifford & Associates since 1989, providing tax preparation, planning, accounting, and payroll services. His role includes management, supervision, and client interaction, often overlapping with his financial advisory work. Harvest Advisors offers fee-based financial planning and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations, with specialized services for pastors and churches. The firm integrates fundamental and technical analysis to construct diversified portfolios aligned with client goals and risk tolerance, supported by affiliated businesses providing tax, payroll, and pension services tailored to religious organizations.

Wealth management General retirement planning General tax planning
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