Harvest Financial Advisors, LLC

Harvest Financial Advisors, LLC (CRD# 145552) is a financial advisory firm headquartered in West Chester, OH. They manage $271,225,036 in 482 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    271
    MILLION
  • Total Number of Accounts
    482
    ACCOUNTS
  • Average Account Value
    $562,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, IN, KY, NE, OH, TX

Financial Advisors at Harvest Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Marc E. Henn
CRD#: 2120816
312 Walnut Street, Suite 1600, Cincinnati, OH 45202
96
Wealthminder
score

Marc Henn (CRD# 2120816) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry. Marc Henn 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.

2
Paul E. Burgdorf
CRD#: 5868892
8897 Cincinnati-dayton Road, West Chester, OH 45069
93
Wealthminder
score

Paul Burgdorf (CRD# 5868892) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in West Chester, OH and has over 6 years of experience in the finance industry.

3
Bruce Mason
CRD#: 4525261
312 Walnut Street, Suite 1600, Cincinnati, OH 45202
93
Wealthminder
score

Bruce Mason (CRD# 4525261) is an Investment Advisor Representative working at Harvest Financial Advisors, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.