Harvest Financial, LLC

Harvest Financial, LLC (CRD# 114072) is a financial advisory firm headquartered in Napa, CA. They manage $15,870,621 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $233,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
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

Financial Advisors at Harvest Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles I. Daniels
CRD#: 2474079
1728 Jefferson St., Napa, CA 94559
93
Wealthminder
score

Charles Daniels (CRD# 2474079) is an Investment Advisor Representative working at Harvest Financial, LLC in Napa, CA and has over 22 years of experience in the finance industry.

2
Joseph A. Fischer
CRD#: 4640166
1728 Jefferson Street, Napa, CA 94559
93
Wealthminder
score

Joseph Fischer (CRD# 4640166) is an Investment Advisor Representative working at Harvest Financial, LLC in Napa, CA and has over 13 years of experience in the finance industry.

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