Fee-only adviser · West Chester, OH
Harvest Financial Advisors, LLC
Harvest Financial Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in West Chester, Ohio. On its latest Form ADV, filed July 6, 2026, it reports $671M in regulatory assets under management, 442 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 145552 · SEC file 801-68507 |
| Office | 8840 Cincinnati-Dayton Road West Chester, OH 45069 |
| Phone | (513) 779-3030 |
| Website | harvestadvisors.com |
| Regulatory assets under management | $671M ($647M discretionary) |
| Individual clients | 421 non-high-net-worth, 21 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 6, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Chester
- Capital Advisory Services, LLC $90M
- Meyer Gates Financial Advisors, Inc $169M
- Ironkoor Retirement, LLC $15M
See all 4 fee-only advisers in West Chester →
Nearby
- Mason 5 firms
- Blue Ash 1 firm
- Fairfield 1 firm
- Cincinnati 64 firms
- Loveland 2 firms
- Lebanon 3 firms
- Milford 1 firm
- Morrow 1 firm
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