# Harvestwise Wealth Planning

> Harvestwise Wealth Planning is a state-registered investment advisory firm in Escondido, CA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 333146
- Filed as: HARVESTWISE WEALTH PLANNING
- Legal name: Harvestwise Wealth LLC
- Also doing business as: HARVESTWISE WEALTH PLANNING
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Escondido, CA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333146
- AdvisorCensus page: https://advisorcensus.com/firm/harvestwise-wealth-planning-escondido-ca-333146

## Quick answers

**How is Harvestwise Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Harvestwise Wealth Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Harvestwise Wealth Planning located?**
Harvestwise Wealth Planning's principal office is in Escondido, CA, according to its Form ADV.

**Is Harvestwise Wealth Planning registered with the SEC or a state?**
Harvestwise Wealth Planning is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333146.

**How much does Harvestwise Wealth Planning manage?**
Harvestwise Wealth Planning reports $42,276,000 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**What types of clients does Harvestwise Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (13).

**Does Harvestwise Wealth Planning 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/333146

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $42,276,000
- Discretionary: $42,276,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $22,300,000 |
| High net worth individuals | 13 | $19,900,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $75,000 |
| Charitable organizations | Fewer than 5 | $1,000 |

### 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
- Selection of other advisers (including private fund managers)

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

### Websites listed on Form ADV (Item 1.I)
- [harvestwisewealth.com](https://harvestwisewealth.com)
- Facebook @shanejkochon
- Instagram @harvestwp
- LinkedIn @shanekochon
- YouTube @harvestwisewealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvestwise Wealth Planning (CRD 333146): Form ADV filing data as of October 2026.