HARVEST FINANCIAL PARTNERS

Overview

Harvest Financial Partners is an independent registered investment adviser organized as an LLC that began SEC registration in 2019. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Its fee structure includes a percentage-of-AUM model plus hourly and fixed-fee engagements, and it operates under an individual ownership model rather than as a multi-state or affiliated adviser. Investment activity shows a clear bias toward publicly traded equities. Exchange-traded securities and ETFs are the primary allocation vehicle, supported by mutual funds and selective third-party alternative managers in real estate. Nearly all client assets are managed on a discretionary basis, indicating a portfolio-centric, delegated investment approach for most clients.

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Location & Offices