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The fee is billed in advance and is negotiable.","source":"HARFST AND ASSOCIATES, INC. ADV BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Harfst and Associates use?","answer":"Harfst and Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $426M and Raymond James & Associates, Inc. (St. Petersburg, FL), with $342M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Harfst and Associates have?","answer":"Harfst and Associates has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Harfst and Associates invest in?","answer":"At the end of its last fiscal year, Harfst and Associates’ separately managed accounts held 44% exchange-traded equities, 44% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 3% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Harfst and Associates?","answer":"Harfst and Associates’ direct owners are Robby Harfst (75% or more) and Danette Harfst (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Harfst and Associates get paid?","answer":"Harfst and Associates is paid through a percentage of assets under management, hourly charges and fixed fees. 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