Harvest Financial Planning, LLC fees and pricing
Financial planner in Fort Mill, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 7, 2026, Harvest Financial Planning, LLC charges $150 an hour and a monthly fee of $80 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Generally, financial planning fees are based on $150 per hour and an estimated number of hours.”
- Monthly fee
- $80/mo
“Our Harvest Ongoing Support Services plan, in which we help you implement and monitor your financial plan but do not provide portfolio advisory services, is $80 per month, drafted on your bank account or credit card.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Harvest Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a client terminates the engagement within five calendar days of signing the Letter of Engagement, a full refund will be mailed or electronically delivered to the client within two weeks.”
- “Fees owed to Harvest Financial Planning LLC will be invoiced.”
- “Fees owed to Harvest Financial Planning LLC will be invoiced.”
How Harvest Financial Planning, LLC’s fees compare
- Its hourly rate of $150 is below the South Carolina median of $250. 7% of the 69 other South Carolina planners that publish an hourly rate charge less.
About Harvest Financial Planning, LLC
“Mission Harvest Financial Planning LLC was formed in 2018 by Nathalie Coté to provide financial planning, personal finance coaching and education, investment portfolio review, and investment advisory/portfolio management services. Harvest Financial Planning, LLC, provides these services: Financial Planning Services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Divorce
- Insurance analysis
- 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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 293982
- Phone
- (803) 547-2698
Other planners in Fort Mill that publish fees
- IntentionalFort Mill$5,000-$10,000
- Macaulay & Associates, LLCFort Mill$200/hr, $2,500-$7,500
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
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.