Financial Harvest Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000

“Coordinated Coordinated financial planning services are offered for a negotiated flat project fee not to exceed $10,000 for the initial engagement.”

Annual fee

$750/yr

“The Second Opinion Service requires a two-hour retainer, which is $750, and will be due in full at the end of the Discovery Meeting.”

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How Financial Harvest Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Targeted If you desire only targeted planning – review, analysis, and evaluation of a core area of financial need – the fee will be billed at our negotiable hourly rate not to exceed $4007 per 5 Rarely will a fee exceed those costs outlined in the Agreement.”
• “Billing Your account will be billed a blended fee quarterly in advance based on the fair market value for the portion of your portfolio that falls within each tier of our fee schedule.”
• “Furthermore, even if there are active managers that do have superior skill at security selection, the probability of identifying those managers in advance, or with past performance, is statistically miniscule.”

How Financial Harvest Wealth Advisors’ fees compare

• Its flat or project fee of $10,000 is above the Florida median of $4,900. 77% of the 320 other Florida planners that publish a flat or project fee charge less.
• 5 of the 8 other planners in Winter Park that publish a flat or project fee charge less.
• Its annual fee of $750 is below the Florida median of $4,800. 4% of the 97 other Florida planners that publish an annual fee charge less.
• None of the 2 other planners in Winter Park that publish an annual fee charge less.

About Financial Harvest Wealth Advisors

• Firm size: 9 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

320

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$557,402,604

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148271

Website

facebook.com/financialharvest (opens in new tab)

Phone

(407) 937-0707

Other planners in Winter Park that publish fees

• Advus Financial Partners, LLCWinter Park$2,500⁠-⁠$20,000
• American Financial Advisors IncWinter Park$325/hr
• Avenues Wealth, LLCWinter Park$250/hr, $5,000
• Bloom InvestmentWinter Park$250/hr, $2,400⁠-⁠$9,600
• Dobson Street LLCWinter Park$250⁠-⁠$400/hr
• Financial Planning Office of Stephen Overstreet, P.A.Winter Park$150/hr

Compare all 19 planners in Winter Park