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 $406,328,724 assets under management, offering retirement planning & investment advisory services to 1115 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	$406,328,724
No. of Clients	1115
No. of Advisors	10

Fee Structure

A Percentage of AUM
Hourly charges

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1115	$406,328,724
Individuals (other than high net worth individuals)	391	$318,062,479
High net worth individuals	12	$88,266,245

Inquire with HARVEST FINANCIAL ADVISORS, LLC

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