Harvest Horizon Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,800,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
33
36% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$266,667
About
Harvest Horizon Wealth Strategies provides wealth management, investment management, financial planning, and business consulting services, including valuations, expansion planning, and exit‑strategy work, to individuals as well as municipal, tribal, corporate, and other institutional clients. The firm is a fee‑only, single‑advisor registered investment adviser and delivers both discretionary portfolio management and written financial plans.
The firm combines Modern Portfolio Theory–based asset allocation with a mix of passive and active investment vehicles, the use of Outside Managers and model portfolios (including participation in the Altruist Model Marketplace), and discretionary trading conducted through a wrap fee program offered by the adviser. For business and institutional engagements, Harvest Horizon uses proprietary analytical platforms (EnterpriseOne for business clients and CivicOne for municipal clients) to perform scenario analysis, multi‑year budgeting, and valuation modeling that feed into client recommendations.
Compared with many independent solo advisers, Harvest Horizon’s ongoing work for municipal and other institutional clients and its role as a wrap fee program sponsor are uncommon features for a firm of its size. The firm also provides educational outreach (periodicals/newsletters and seminars/workshops) and packaged business consulting engagements supported by its proprietary tools, a combination not typically found among peers focused primarily on individual retail clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Business sale tax planning
Business ownership considerations
Occupation focus
Founder/Business Owner
Fee options
Project-based fees minimum $1,200; business consulting fees based on 1.00% of previous year's EBITDA paid monthly
Under $1,000,000 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.70% - 1.00% $5,000,001 - $10,000,000: 0.45% - 0.65% Above $10,000,001+: Fixed Fee (minimum $45,000 annually)
$250 per hour, rounded to nearest 15 minutes, $400 minimum fee
Minimum fee: Minimum fee for hourly service is $400; project-based fees minimum $1,200 encompassing 6 hours Fee-only: Fee-only firm; compensation solely from clients; no commissions or sales-related compensation
Main office location
Harvest Horizon Wealth Strategies
228 Keller Ave N, Suite 4
Amery WI 54001, United States
Number of offices
1
Most active in
Harvest Horizon Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Wisconsin
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
Quick links
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