Harvest Financial Partners

Wealth Management Firm in Paoli, PA

Firm Info
Address: 159 W Lancaster Ave #3, Paoli, PA 19301, USA
Phone: (610) 240-4740

Firm Size
Assets Under Management: $106 million
# of Advisors: 2
# of Clients: 335
Client to Advisor Ratio: 168:1
Average Account Size: $316,290
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Harvest Financial Partners Overview

Edward Jones is a financial advisory firm that is based in St. Louis, MO. The firm was established in 1963 and since then, they have become one of the leading broker-dealers in the industry. Their fee arrangement is fee-based, which means that clients are charged a fee based on the services provided. They provide investment advice to individuals and small businesses as well as businesses or institutional clients. Additionally, they offer pension consulting services to help clients plan for retirement. One of the key services provided by Edward Jones is portfolio management. They provide personalized portfolio management services to ensure that the investment strategy aligns with the client's objectives. They also offer this service to small businesses, ensuring that their investments are optimized for future growth. Furthermore, Edward Jones provides pension consulting services to ensure that clients can plan for retirement efficiently, providing retirement planning solutions that are tailored to meet the unique needs of each client. One of the hallmarks of Edward Jones is their ability to select other advisors for their clients. The firm employs an extensive network of brokers, agents, and advisors, ensuring that the best and brightest advisors are available to their clients. This service is just one example of the dedicated and comprehensive approach that Edward Jones takes to investment management, ensuring that clients receive the best possible service and outcome in the long term.

Harvest Financial Partners is a full-service financial firm catering to a diverse set of clients. The firm serves individual and institutional customers with equal gusto, including high-net-worth individuals, profit-sharing plans, and charitable organizations. Its services span several areas such as estate management, retirement planning, investment advice, and tax planning. The firm's advisors bring extensive experience and expertise to help clients achieve healthy financial growth and stability. Harvest Financial Partners is well-equipped to serve clients with varying requirements, from individuals seeking a tailored financial plan to large organizations in need of sophisticated financial tools and strategies. Harvest Financial Partners offers multiple fee structures for its services, based on the nature of the work involved. Clients can choose from different pricing models such as a percentage of AUM, hourly billing, or fixed fees. Percentages of AUM are a popular model that charges a percentage of the value of the assets managed by the firm. This model aligns well with clients' goals, as the firm's compensation increases when the client's net worth grows. Hourly billing, on the other hand, is a fixed price for each hour of work performed by the financial advisor or planner. This structure is commonly used for specific tasks or projects. Finally, fixed fees refer to a predetermined amount for a specific service or package, regardless of the duration or scope of work. This pricing structure is suitable for clients who prefer cost predictability for their financial planning needs.

Typical Clients, Fee Structures & Investment Minimum

The note in Harvest Financial Partners' Part 2 Brochure mentions that the firm usually has no minimum fee. However, for Retirement Plan consulting, there is an $800 per year minimum fee. The firm may also ask for a minimum fee in some other circumstances, though the brochure does not elaborate on what those circumstances might be. Therefore, it is safe to say that Harvest Financial Partners' investment minimum is $800 per year for Retirement Plan consulting.

How This Office Can Help Paoli, PA Residents

Harvest Financial Partners is a boutique financial planning firm dedicated to providing personalized financial advice to individuals and families in Paoli, PA. Their services are designed to help clients navigate complex financial situations and achieve their long-term goals. For those living in Paoli, there are a number of unique financial challenges they may face. For example, many residents may have high levels of student loan debt or struggle to save for retirement due to the high cost of living in the area. Additionally, residents may need guidance on how to manage their finances during times of economic uncertainty or market volatility. With years of experience and a deep understanding of the financial landscape in Paoli, Harvest Financial Partners is well-equipped to help clients make informed financial decisions and build a secure financial future for themselves and their families.

To view the Minimum Investment and Fee Schedule for Harvest Financial Partners, visit their Part 2 Brochure.

Services Offered by Harvest Financial Partners

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Harvest Financial Partners most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 159 W Lancaster Ave #3, Paoli, PA 19301, USA
Phone (610) 240-4740
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 159 LANCASTER AVENUE, SUITE THREE, PAOLI, PA 19301-1782, United States

This firm has no other locations.

State Registrations

Harvest Financial Partners is registered to service clients in the following states:

  • Alaska
  • California
  • Delaware
  • Florida
  • Maryland
  • New York
  • Pennsylvania

Disciplinary History

Harvest Financial Partners does not have any disclosures. Please visit it's Form ADV for more details.