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Harvester Wealth, LLC

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Client assets under management

$54,914,001

Clients

43

88% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

22

Low

Average account size

$1,277,070

About

Harvester Wealth provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, businesses, and charitable organizations. The firm typically constructs portfolios from ETFs, mutual funds, and individual equities and may also incorporate individual bonds, alternative investments, or legacy positions retained for tax or strategic reasons.

The advisor combines fundamental and technical analysis within a primarily long‑term framework, creating customized asset allocations and conducting periodic rebalancing and at‑least‑quarterly account reviews. Portfolios are implemented on a discretionary basis and the firm may sell or reallocate positions to address client objectives, risk tolerance, or changing market conditions.

Noteworthy features include a small advisory team managing roughly $54.9 million across a limited number of client relationships, which the firm says supports more direct oversight of client accounts. Harvester Wealth also commonly allocates portions of portfolios to unaffiliated independent managers while performing ongoing due diligence (and does not receive additional compensation from those managers), and it participates on an institutional custody platform that provides technology and operational support to the firm.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

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Fee options

Fixed

Fixed fees based on expected hours to complete financial planning engagements

Percentage

0.50% to 1.50% annually (range, negotiable based on assets and relationship)

Project-based

Up to $400 per hour for standalone financial planning services

Other

Minimum fee: Minimum annual investment advisory fee of $75,000, may be waived or reduced at Advisor's discretion Fee-only: Investment advisory fees based on AUM, hourly financial planning fees up to $400/hour, fixed fees for financial planning engagements

Main office location

Harvester Wealth, LLC

6301 Gaston Avenue, Suite 1417

Dallas TX 75214, United States

Number of offices

2

Most active in

More info

Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website (214) 210-5860

Advisors at this firm

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user avatar

Christopher B

Series 63, Series 66

Dallas, TX

Harvester Wealth, LLC

Christopher Buck is a financial advisor with Harvester Wealth, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at firms including Tidal ETF Services, Robo Global Capital Management, and Foreside Fund Services. Mr. Buck is also the CEO of DEA Wealth, LLC, a consulting firm serving ETF issuers and index providers. Harvester Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm follows a customized, primarily long-term investment approach using ETFs, mutual funds, individual equities, bonds, and alternative investments, and maintains a small client roster with a concentrated, hands-on service model.

Wealth management
user avatar

Alex W

CFP®, Series 63, Series 65

Dallas, TX

Harvester Wealth, LLC

Alex Winslow is a Certified Financial Planner® with 31 years of industry experience. He has worked at Harvester Wealth, LLC since 2021 and was previously employed at Northern Trust Securities, Inc. and Northern Trust Bank for 17 years. Harvester Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a customized, primarily long-term investment approach using a mix of ETFs, mutual funds, individual equities, bonds, and alternative investments.

Wealth management
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