Harvestwise Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,200,000
Clients
102
13% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
102
Very HighAverage account size
$413,725
About
HarvestWise Wealth Planning serves individuals, small businesses, trusts, estates, and charitable and institutional clients, including retirement plans and pension or profit‑sharing plans. The firm offers comprehensive portfolio management alongside financial planning and consulting, held‑away account management for 401(k)s, 529s and HSAs, sub‑advisory services, and estate‑planning facilitation through a third‑party platform.
The firm combines an advisor‑led investment program with ongoing plan coordination, monitoring and rebalancing, and uses third‑party managers or sub‑advisors when appropriate; investment options range from mutual funds and ETFs to options and private investments. HarvestWise also provides ERISA plan services—acting as a limited 3(21) fiduciary or as a 3(38) investment manager when engaged—and offers pension consulting and donor‑advised fund management for plan sponsors and charitable clients.
Noteworthy for an independent advisory practice, representatives are licensed insurance agents and licensed real‑estate agents and the firm discloses relationships with insurance networking agencies and advisory oversight fees from Halo Investing Insurance Services. The firm’s work with charitable donors (DAFs) and direct pension/plan management and consulting for institutional clients are services that are statistically uncommon among peers and are disclosed alongside its fiduciary processes.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Fee options
Up to $50,000 per year depending on complexity
$1 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.55% $3,000,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.35%
$350 per hour
Monthly fee of $125 for Core Planning and $250 for Advanced Planning
Account minimum: $250,000 Fee-only: Hourly fee of $350 per hour; Flat fees up to $50,000 per year; Ongoing fees of $125/month for Core Planning and $250/month for Advanced Planning
Main office location
Harvestwise Wealth Planning
500 La Terraza Blvd., Suite 150
Escondido CA 92025, United States
Number of offices
1
Most active in
Harvestwise Wealth Planning has reported serving >5 clients in these states in the last 12 months.
California · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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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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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