Financial Harvest Wealth Advisors

Financial Harvest Wealth Advisors (CRD# 148271) is a financial advisory firm headquartered in Winter Park, FL. They manage $91,900,000 in 245 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $375,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Financial Harvest Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Nancy K. Witter
CRD#: 4553458
831 West Morse Blvd., Winter Park, FL 32789
93
Wealthminder
score

Nancy Witter (CRD# 4553458) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has over 14 years of experience in the finance industry.

2
David A. Witter
CRD#: 4519401
1091 West Morse Boulevard, Suite 200, Winter Park, FL 32789
66
Wealthminder
score

David Witter (CRD# 4519401) is an Investment Advisor Representative working at Financial Harvest Wealth Advisors in Winter Park, FL and has over 14 years of experience in the finance industry. David Witter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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