HARVESTWISE WEALTH PLANNING

Overview

Harvestwise Wealth Planning is an independent SEC-registered registered investment adviser organized as an LLC. The firm is owned by an individual and describes itself as a capital allocator serving primarily individual and family clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Service offerings center on comprehensive financial planning and portfolio management for individuals, small businesses and institutions. The firm also provides pension consulting services and assists clients with selection of other advisers. Harvestwise lists affiliations with an insurance company and a real estate broker. It does not position itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

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Location & Offices