Harvester Wealth, LLC fees
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 13, 2026, Harvester Wealth, LLC (Dallas, TX) charges up to $400 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change.
- Hourly rate
- Up to $400/hr
Can go up to $400; the Dallas median is $300. Can go up to $400; the Texas median is $250.
“Hourly fees range up to $400 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $75,000 in assets (stated in the brochure)
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 3 employees
- Registered since
- 2022 (4 years)
How Harvester Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “The investment advisory fees may be negotiable at the sole discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 43
- 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 selecting other advisers
- Assets managed
- $54.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 13, 2026
- CRD number
- 317746 (opens in new tab)
- Phone
- (214) 210-5860
Other planners in Dallas that publish fees
- Broyles Advisory, LLCDallasFlat from $5,000
- RoseRock Wealth Management, LLCDallasFlat $1,000-$3,000, Monthly $150/mo
- Garza Financial PlanningDallasHourly $225/hr, Flat $600-$1,200
- Dallas Financial Planning LLCDallasHourly $495/hr
- CMH Wealth ManagementDallasFlat $2,400-$20,000
- HV Capital Advisors LLCDallasHourly $100-$250/hr, Flat $250-$7,000 2025 brochure
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.