PlannerFees

Harvestwise Wealth Planning fees and pricing

Financial planner in Escondido, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 28, 2026, Harvestwise Wealth Planning charges a monthly fee of $125 and an annual fee of $50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee
$125/mo
“ONGOING FEES Ongoing fee services are offered for Core Financial Planning based on a monthly fee of $125.”
Annual fee
$50,000/yr
“Flat fee services are offered based on a flat fee to never exceed $50,000 per year, depending on the complexity of the engagement.”

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

How Harvestwise Wealth Planning bills

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

  • “Our firm bills on cash unless indicated otherwise in writing.”
  • “Annualized fees are billed on a prorata basis monthly in arrears based on the value of the account(s) on the time-weighted daily average of the month.”
  • “Fees are negotiable and will be deducted from client account(s), and the fee will be primarily determined by the account’s total AUM, as displayed in the tables above.”

How Harvestwise Wealth Planning’s fees compare

  • Its annual fee of $50,000 is above the California median of $6,250. 97% of the 224 other California planners that publish an annual fee charge less.

About Harvestwise Wealth Planning

“Core Financial Planning provides ongoing financial planning services, access to financial planning client portal, including goal setting, financial position analysis, cash flow review, and risk management with periodic reviews and access to the advisor, as needed.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

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% a year
Clients
102
Employees
1
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, pension consulting, and selecting other advisers
Assets managed
$42,276,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
333146
Website
harvestwisewealth.com (opens in new tab)
Phone
(858) 310-1920

Other planners in Escondido that publish fees

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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.