Harvest Wealth Design & Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Additional implementation work is billed separately at a rate of $250 per hour. 2.”

Flat or project fee

$1,500⁠-⁠$5,000

“Fixed fees for individual financial plan projects generally cost approximately $1,500 - $5,000, depending upon, among other things:”

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How Harvest Wealth Design & Management, LLC bills

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

• “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
• “The fee for this ranges from $500 - $750, depending on the specific financial topics selected in advance by the client.”
• “Upon termination, any fees paid in advance will be prorated to the date of termination and any excess will be refunded to client.”

How Harvest Wealth Design & Management, LLC’s fees compare

• Its hourly rate of $250 is below the Nevada median of $300. 23% of the 64 other Nevada planners that publish an hourly rate charge less.
• 5 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the Nevada median of $5,000. 40% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 10 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.

About Harvest Wealth Design & Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 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

1% a year

Minimum

$750 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$3,434,272

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286130

Phone

(702) 665-5209

Other planners in Las Vegas that publish fees

• Adaptive Wealth EngineeringLas Vegas$500/hr
• Backbone Planning Partners LLCLas Vegas$500⁠-⁠$15,000, $5,000⁠-⁠$50,000/yr
• Bird Spring Financial LLCLas Vegas$350⁠-⁠$500/hr, $525⁠-⁠$7,500
• Black Card CircleLas Vegas$350/hr, $1,500⁠-⁠$50,000
• Buckley WealthLas Vegas$50,000, $50,000/yr
• Clarity Council Financial, LLCLas Vegas$200/hr, $1,000

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