HARVEST FINANCIAL ADVISORS, LLC

8840 Cincinnati-Dayton Road
West Chester, Ohio 45069
Tel: 513-779-3030

About HARVEST FINANCIAL ADVISORS, LLC

HARVEST FINANCIAL ADVISORS, LLC, formally registered with the SEC as HARVEST FINANCIAL ADVISORS, LLC. The firm was established in 11/16/2007. They have over 1 offices throughout the country.

HARVEST FINANCIAL ADVISORS, LLC is a West Chester, Ohio based Financial Planning firm with nearly $468,510,940 assets under management, offering retirement planning & investment advisory services to 1157 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145552
SEC#	801-68507
Assets Managed by Firm	$468,510,940
No. of Clients	1157
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1157	$468,510,940
Individuals (other than high net worth individuals)	363	$338,720,109
High net worth individuals	17	$129,790,831

More Retirement Planning firms in West Chester, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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