Harvest Financial Partners fees and pricing
Financial planner in Paoli, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Harvest Financial Partners charges $350 an hour and a flat or project fee of $250-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our financial planning and consulting fees generally range from $250 to $4,000 for a fixed fee, or $350 an hour, depending on the level and scope of the services and the professional rendering the financial-planning or consulting services.”
- Flat or project fee
- $250-$4,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Harvest Financial Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you end our financial-planning or consulting services before we complete our work, we will refund to you the remaining balance (if any) of our unearned fee.”
- “March 5, 2026 Brochure page 8 of 25 Harvest Financial Partners, LLC 5.B Ways to pay our fee For fees measured on your assets under our management or advice, Harvest generally bills our fees quarterly.”
- “Fees are not prorated for each capital contribution and withdrawal made during the calendar quarter.”
How Harvest Financial Partners’ fees compare
- Its hourly rate of $350 is above the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Paoli that publish an hourly rate charge less.
- Its flat or project fee of $250-$4,000 spans the Pennsylvania median of $3,650. 32% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Harvest Financial Partners
“We also offer financial-planning services and Retirement Plan consulting. Fattibene [“John”]. 4.B Services we offer Our three primary service offerings are: investment advice; financial-planning services;”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
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
- 1% a year
- Clients
- 147
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $148,827,083
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146162
- Phone
- (610) 240-4740
Can advise clients in 7 states: Alaska, California, Delaware, Florida, Maryland, New York, Pennsylvania
Other planners in Paoli that publish fees
- Falco Wealth ManagementPaoli$1,375-$2,500/qtr, $2,125/yr
- Great Valley Tax & Financial ServicesPaoli$250/hr, $3,500
- Milvian Bridge AdvisoryPaoli$200/hr
- Northeast Advisers, Inc.Paoli$200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.