HARVEST FINANCIAL PLANNING ASSOCIATES, LLC

HARVEST FINANCIAL PLANNING ASSOCIATES, LLC is an SEC-registered investment adviser (CRD 334825). Regulatory assets under management: $8.3M.

Registration

• CRD: 334825
• Type: Registered investment adviser
• Phone: 484 925 6022
• Latest filing: 2026-01-29
• Regulatory AUM: $8.3M
• Discretionary AUM: $8.3M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334825 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search