HARVEST FINANCIAL PLANNING ASSOCIATES, LLC

Overview

Harvest Financial Planning Associates, LLC is an independent registered investment adviser focused on delivering financial planning and portfolio management to individuals, families and select institutional clients. The firm emphasizes equity-oriented portfolios, using exchange-traded equities as the dominant building block of client accounts. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Harvest Financial Planning Associates is fee-based — charging a percentage of assets under management alongside other fee arrangements — and does not position itself as a capital allocator; instead it deploys third-party managers where needed, particularly for alternative real estate exposures. The firm does not market itself as an active ESG investor and is organized as a single-owner LLC operating as an independent RIA. Custody and trading are routed through mainstream custodial platforms which gives the firm broad access to ETFs, mutual funds, annuities and third-party alternative fund managers.

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