HARVEST FINANCIAL ADVISORS, INC.

Overview

Harvest Financial Advisors, Inc. operates as a corporation that functions primarily as a selector of other advisers and as a capital allocator. The firm is owner-operated (individual ownership) and takes a delegated approach to portfolio construction: rather than running large in-house investment platforms, it evaluates and places client capital with external managers. Harvest Financial Advisors is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant. The firm’s fee model is listed as “other,” which suggests non-standard billing arrangements (for example, retainers, project fees or bundled services) rather than a simple AUM percentage. An industry affiliation with accounting professionals indicates it may work closely with accountants to coordinate wealth planning and manager selection for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices