Harvest Investment Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,200

“Fixed fees generally range between $1,200-150,000.”

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

How Harvest Investment Services, LLC bills

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

• “Fixed fee arrangements are determined based on the complexity and scope of the services to be provided and are typically billed monthly or quarterly.”
• “We do not require you to pay fees six or more months in advance.”
• “Typically, portfolio management fees will be billed directly to the account, monthly in advance, starting with the first full month.”

How Harvest Investment Services, LLC’s fees compare

• Its flat or project fee of $1,200 is below the Illinois median of $4,500. 10% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Harvest Investment Services, LLC

• Firm size: 38 employees.
• Registered as an adviser: 2014 (12 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

2.8% a year

Minimum

$25,000 in assets (stated in brochure)

Clients

1,500

Employees

38

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$758,399,399

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

159390

Website

linkedin.com/company/harvest-investment-services-llc (opens in new tab)

Phone

(630) 613-9230

Can advise clients in 24 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Louisiana, Massachusetts, Michigan, North Carolina, Nebraska, New Jersey, Nevada, New York, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in Oakbrook Terrace that publish fees

• SC Wealth AdvisorsOakbrook Terrace$250/hr, $750
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000

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