# Harvest Financial Planning Associates, LLC

> Harvest Financial Planning Associates, LLC is a state-registered investment advisory firm in Smoketown, PA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 334825
- Filed as: HARVEST FINANCIAL PLANNING ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Smoketown, PA
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334825
- AdvisorCensus page: https://advisorcensus.com/firm/harvest-financial-planning-associates-llc-smoketown-pa-334825

## Quick answers

**How is Harvest Financial Planning Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harvest Financial Planning Associates, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Harvest Financial Planning Associates, LLC located?**
Harvest Financial Planning Associates, LLC's principal office is in Smoketown, PA, according to its Form ADV.

**Is Harvest Financial Planning Associates, LLC registered with the SEC or a state?**
Harvest Financial Planning Associates, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334825.

**How much does Harvest Financial Planning Associates, LLC manage?**
Harvest Financial Planning Associates, LLC reports $8,284,895 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does Harvest Financial Planning Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (2); corporations or other businesses not listed above (2).

**Does Harvest Financial Planning Associates, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334825

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $8,284,895
- Discretionary: $8,284,895
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $5,297,895 |
| High net worth individuals | 2 | $2,868,000 |
| Corporations or other businesses not listed above | 2 | $119,000 |

### 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: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [harvestfpa.com](https://harvestfpa.com)
- Facebook @Harvest-Financial-Planning-Associates-LLC
- Instagram @harvestfpa
- LinkedIn @harvest-financial-planning-associates

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvest Financial Planning Associates, LLC (CRD 334825): Form ADV filing data as of October 2026.