Green Harvest, Green Harvest Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Service Comprehensive Financial Plan Annual Financial Plan Review Separate Financial Planning Consultations Fee Type and Amount $1,500 fixed fee $500 fixed fee $150 hourly fee Green Harvest may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.”

Flat or project fee

$500⁠-⁠$1,500

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Green Harvest, Green Harvest Capital Management bills

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

• “As the management fees are charged in arrears, Green Harvest does not offer refunds as services have already been performed.”
• “For the first quarter a Client engages Green Harvest or if a Client terminates the service during the quarter, the fee will be prorated for only those days that Green Harvest rendered its services.”
• “Green Harvest requests all Clients allow for the direct deduction of fees, but for those Clients that do not, Green Harvest will send directly to the Client an invoice for Green Harvest’s fees.”

How Green Harvest, Green Harvest Capital Management’s fees compare

• Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,500 is below the California median of $5,000. 9% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Green Harvest, Green Harvest Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158630

Phone

(802) 673-2220

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• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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