H
Harvest Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Harvest Financial Planning provides financial planning, personal finance coaching and education, portfolio review, and discretionary portfolio management to individuals, couples, and families. Although categorized as an investment manager, the firm also works directly with non-high-net-worth individual clients and offers services that can be delivered without an ongoing AUM relationship.
The firm’s investment approach emphasizes diversification, long-term holdings, and cost awareness, typically implemented with mutual funds and ETFs while occasionally using actively managed funds or specialized asset classes such as overseas REITs, micro‑cap equities, and high‑yield or emerging‑market bonds. Harvest combines discretionary portfolio management with education and coaching, and uses multiple billing arrangements—including hourly engagements and a monthly ongoing support plan—instead of relying solely on percentage‑of‑AUM fees.
Noteworthy differences from many peers include a formal education and coaching practice that offers seminars/workshops and teaching engagements, and an academic background among its principals that supports that educational focus. The firm operates on a fee‑only basis, accepts clients without an asset minimum, currently reports no client assets under management, and integrates workshops and one‑on‑one coaching alongside traditional advisory services.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Charitable giving & philanthropy
Tax-loss harvesting
Fee options
Flat fees may be negotiated for financial planning, portfolio review, and coaching services
Generally $150 per hour for financial planning, portfolio review, and coaching services
Ongoing Support Services plan at $80 per month
Account minimum: $200,000 Minimum fee: $2,000 annual minimum fee for investment advisory services Fee-only: Fees are fee-only; no commissions are taken
Main office location
Harvest Financial Planning, LLC
Fort Mill SC, United States
Number of offices
1
Most active in
Harvest Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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