{
  "crd_number": 148271,
  "slug": "financial-harvest-wealth-advisors-winter-park-fl-148271",
  "primary_business_name": "FINANCIAL HARVEST WEALTH ADVISORS",
  "legal_name": "FINANCIAL HARVEST, LLC",
  "dbas": [],
  "city": "Winter Park",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-01-02",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-19",
  "carried_forward": false,
  "raum_total": 557402604.0,
  "raum_discretionary": 557294396.0,
  "raum_non_discretionary": 108208.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 69960458.0,
      "count": 151
    },
    "high_net_worth_individuals": {
      "raum": 487442146.0,
      "count": 169
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://facebook.com/FINANCIALHARVEST",
    "https://financialharvest.com",
    "https://linkedin.com/COMPANY/593759"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148271",
  "city_as_filed": "WINTER PARK",
  "url": "https://advisorcensus.com/firm/financial-harvest-wealth-advisors-winter-park-fl-148271",
  "display_name": "Financial Harvest Wealth Advisors",
  "summary": "Financial Harvest Wealth Advisors is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 19, 2026.",
  "citation": "AdvisorCensus. Financial Harvest Wealth Advisors (CRD 148271): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Harvest Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Harvest Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Financial Harvest Wealth Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated February 19, 2026 states: Flat fee: up to $10,000 (Coordinated financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Financial Harvest Wealth Advisors located?",
      "a": "Financial Harvest Wealth Advisors' principal office is in Winter Park, FL, according to its Form ADV."
    },
    {
      "q": "Is Financial Harvest Wealth Advisors registered with the SEC or a state?",
      "a": "Financial Harvest Wealth Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 148271."
    },
    {
      "q": "How much does Financial Harvest Wealth Advisors manage?",
      "a": "Financial Harvest Wealth Advisors reports $557,402,604 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Financial Harvest Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Financial Harvest Wealth Advisors: Regulatory assets under management: $204,885,068 in the October 2021 data and $557,402,604 in the October 2026 data, up 172%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Financial Harvest Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (169); individuals (other than high net worth individuals) (151)."
    },
    {
      "q": "Which custodians does Financial Harvest Wealth Advisors use?",
      "a": "Financial Harvest Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Financial Harvest Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148271"
    },
    {
      "q": "What changed in Financial Harvest Wealth Advisors' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $451,046,673 to $557,402,604 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 204885068.0,
      "total_employees": 7,
      "filing_date": "2021-03-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 268906840.0,
      "total_employees": 7,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 276426444.0,
      "total_employees": 8,
      "filing_date": "2023-03-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 371560284.0,
      "total_employees": 8,
      "filing_date": "2024-02-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 451046673.0,
      "total_employees": 8,
      "filing_date": "2025-02-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 557402604.0,
      "total_employees": 9,
      "filing_date": "2026-02-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Regulatory assets under management went from $451,046,673 to $557,402,604 (+24%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $10,000 (Coordinated financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $10,000 (Coordinated financial planning services)"
        ],
        "quotes": [
          "Coordinated financial planning services are offered for a negotiated flat project fee not to exceed $10,000 for the initial engagement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 10000.0,
          "period": "one_time",
          "service": "Coordinated financial planning services"
        }
      ]
    },
    "quotes": [
      "Coordinated financial planning services are offered for a negotiated flat project fee not to exceed $10,000 for the initial engagement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/financial-harvest-wealth-advisors-winter-park-fl-148271.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 151,
      "fewer_than_5": false,
      "raum": 69960458.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 169,
      "fewer_than_5": false,
      "raum": 487442146.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148271",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}