# Harvest Financial Partners

> Harvest Financial Partners is an SEC-registered investment advisory firm in Paoli, PA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 146162
- Filed as: HARVEST FINANCIAL PARTNERS
- Legal name: Harvest Financial Partners, LLC
- Also doing business as: HARVEST FINANCIAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Paoli, PA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146162
- AdvisorCensus page: https://advisorcensus.com/firm/harvest-financial-partners-paoli-pa-146162

## Quick answers

**How is Harvest Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Harvest Financial Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Harvest Financial Partners located?**
Harvest Financial Partners' principal office is in Paoli, PA, according to its Form ADV.

**Is Harvest Financial Partners registered with the SEC or a state?**
Harvest Financial Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 146162.

**How much does Harvest Financial Partners manage?**
Harvest Financial Partners reports $148,827,083 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (98% discretionary).

**How have Harvest Financial Partners' assets and staff changed since 2021?**
In the Form ADV data for Harvest Financial Partners: Regulatory assets under management: $88,085,195 in the October 2021 data and $148,827,083 in the October 2026 data, up 69%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Harvest Financial Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (49).

**Which custodians does Harvest Financial Partners use?**
Harvest Financial Partners' 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.

**Does Harvest Financial Partners report any disciplinary disclosures?**
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/146162

**What changed in Harvest Financial Partners' recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $148,827,083
- Discretionary: $146,387,184
- Non-discretionary: $2,439,899

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 98 | $30,053,960 |
| High net worth individuals | 49 | $109,488,926 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,397,252 |
| Charitable organizations | Fewer than 5 | $2,505,788 |
| Other | Fewer than 5 | $5,381,157 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CA, DE, FL, MD, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harvestfinancialpartners.com
- harvestfp.com
- Facebook @HARVESTFP
- LinkedIn @HARVEST-FINANCIAL-PARTNERS
- LinkedIn @JIM-WRIGHT-2A4082B
- LinkedIn @JOHNFATTIBENE
- X @JOHNFATTIBENE
- X @JWRIGHT4

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $88,085,195 | 2 | March 18, 2021 |
| October 2022 | $105,957,240 | 2 | March 11, 2022 |
| October 2023 | $109,748,327 | 2 | March 29, 2023 |
| October 2024 | $124,162,426 | 2 | March 5, 2024 |
| October 2025 | $131,902,444 | 2 | March 18, 2025 |
| October 2026 | $148,827,083 | 2 | August 25, 2026 |

Regulatory assets under management: $88,085,195 in the October 2021 data and $148,827,083 in the October 2026 data, up 69%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $131,902,444 to $148,827,083 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvest Financial Partners (CRD 146162): Form ADV filing data as of October 2026.