Harvest Financial Group, LLC

Harvest Financial Group, LLC (CRD# 149503) is a financial advisory firm headquartered in Richmond, VA. They manage $102,227,430 in 1,227 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    1,227
    ACCOUNTS
  • Average Account Value
    $83,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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.

CA, MO, OH, VA, WA

Financial Advisors at Harvest Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kyle T. Mills
CRD#: 2947517
9003 Quioccasin Road, Suite 200, Richmond, VA 23229
93
Wealthminder
score

Kyle Mills (CRD# 2947517) is an Investment Advisor Representative working at Harvest Financial Group, LLC in Richmond, VA and has over 18 years of experience in the finance industry.

2
William J. Hopke
CRD#: 873981
9003 Quioccasin Road, Suite 200, Richmond, VA 23229
87
Wealthminder
score

William Hopke (CRD# 873981) is an Investment Advisor Representative working at Harvest Financial Group, LLC in Richmond, VA and has 1 year of experience in the finance industry.

3
Charles G. Hoffman
CRD#: 1092108
9003 Quioccasin Road, Suite 200, Richmond, VA 23229
84
Wealthminder
score

Charles Hoffman (CRD# 1092108) is an Investment Advisor Representative working at Harvest Financial Group, LLC in Richmond, VA and has over 33 years of experience in the finance industry. Charles Hoffman 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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