Harvest Money | Invest Your Faith
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,248,193
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
5
Very LowAverage account size
$649,639
Client services
Fee options
Integrative Financial Planning fixed fees between $2,400 and $100,000; Focused Planning fixed fees between $300 and $100,000
$0 - $500,000: Level I - 0.25% annually; Level II - 0.50% annually; Level III - 0.75% annually; Level IV - 1.00% annually $500,001 - $1,000,000: Level I - 0.225% annually; Level II - 0.45% annually; Level III - 0.675% annually; Level IV - 0.90% annually $1,000,001 - $1,500,000: Level I - 0.20% annually; Level II - 0.40% annually; Level III - 0.60% annually; Level IV - 0.80% annually $1,500,001 - $2,000,000: Level I - 0.175% annually; Level II - 0.35% annually; Level III - 0.525% annually; Level IV - 0.70% annually $2,000,001+: Level I - 0.15% annually; Level II - 0.30% annually; Level III - 0.45% annually; Level IV - 0.60% annually
Focused Planning hourly rate between $100 and $500 per hour, depending on complexity
Minimum fee: Minimum monthly fees: $25 for Level I-ASSIST, $50 for Level II-GUIDE, $75 for Level III-ADVISE, $99 for Level IV-PLAN Fee-only: Integrative Financial Planning fixed fees range from $2,400 to $100,000; Focused Planning fixed fees range from $300 to $100,000; Focused Planning hourly fees range from $100 to $500 per hour
Main office location
Harvest Money | Invest Your Faith
Cincinnati OH, 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
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")