Horizon Harvest Financial Planning

Overview

Horizon Harvest Financial Planning operates as an independent registered investment adviser organized as a limited liability company under individual ownership. The firm centers its client work on financial planning and education, delivering one-off and ongoing planning engagements and running seminars or workshops. It does not position itself as a capital allocator, and it is not identified as an active ESG investor or a multi-state adviser. Advisory compensation is fee-based but not asset-based: engagements are billed on hourly and fixed-fee schedules rather than a percentage-of-assets model. That structure aligns with a planning-first practice that recommends investment solutions rather than managing large pools of client capital directly. The firm serves both individual and family clients as well as institutional relationships, which suggests a mix of household planning and some advisory support for institutional fiduciaries.

Assets & Accounts

Investments & Alternatives

Location & Offices