Harvest Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Harvest Financial Partners reports 147 clients. They include 98 individual clients and 49 high-net-worth individuals. Of its assets, 98.4% ($146M across 380 accounts) are managed with discretion; $2.44M across 3 accounts are not. Of its clients, 1% are outside the U.S. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 20% |
| High-net-worth individuals | 33% | 74% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 2% |
| Other | Fewer than 5 | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 98 | $30.1M | 20.2% | $307K |
| High-net-worth individuals | 49 | $109M | 73.6% | $2.23M |
| Pension and profit-sharing plans | Fewer than 5 | $1.4M | 0.9% | — |
| Charitable organizations | Fewer than 5 | $2.51M | 1.7% | — |
| Other | Fewer than 5 | $5.38M | 3.6% | — |
| Total | 147 | $149M | 100% | — |
- Clients
- 98
- Regulatory AUM
- $30.1M
- AUM share
- 20.2%
- Avg. per client
- $307K
- Clients
- 49
- Regulatory AUM
- $109M
- AUM share
- 73.6%
- Avg. per client
- $2.23M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.4M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.51M
- AUM share
- 1.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $5.38M
- AUM share
- 3.6%
- Avg. per client
- —
Total
- Clients
- 147
- Regulatory AUM
- $149M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Harvest Financial Partners charges up to 1.00% a year for its Investment management fee. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning or consulting is a fixed fee generally from $250 to $4,000, or $350 an hour, depending on scope and professional.
- Retirement plan consulting
- Where the firm serves as adviser to a retirement plan, its fee is no more than 0.50% of plan assets a year, negotiable, with a minimum fee.
James Wright owns 50% to 75% of Harvest Financial Partners. The leadership team of Harvest Financial Partners includes Chief Compliance Officer John Fattibene. It has 2 employees.
Leadership
- John FattibeneManaging Member / Chief Compliance Officer
James WrightManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Harvest Financial Partners, LLC
James Wright
Control person · since March 2008
- Owns 50% to 75% of Harvest Financial Partners, LLC
John Fattibene
Control person · since March 2008
Harvest Financial Partners’ regulatory assets grew 1.7× from $88.1M (March 2021) to $149M (August 2026); clients rose from 131 to 147 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $149M | 147 | 2 | 1 |
| March 2025 | $132M | 137 | 2 | 1 |
| March 2024 | $124M | 138 | 2 | 1 |
| March 2023 | $110M | 138 | 2 | 1 |
| March 2022 | $106M | 132 | 2 | 1 |
| March 2021 | $88.1M | 131 | 2 | 1 |
Besides its headquarters, Harvest Financial Partners has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 159 Lancaster Avenue, Suite Three, PaoliHQ
Other business names
Harvest Financial Partners has reported 1 other business name to the SEC.
- Harvest Financial Partners
Contact and registration details
- Legal name
- Harvest Financial Partners, LLC
- Headquarters
- 159 Lancaster Avenue, Suite Three, Paoli, PA 19301-1782
- Website
- harvestfinancialpartners.com
- Phone
- 610-240-4740
- @harvest-financial-partners
- SEC file
- 801-117513
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Harvest Financial Partners uses Charles Schwab ($144M) as custodian for its separately managed accounts. Harvest Financial Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $144M100%
At year end, Harvest Financial Partners’ separately managed accounts were largely in stocks (49%) and bonds (27%).
What the accounts hold
- Stocks49%
- Funds18%
- Bonds27%
- Investment grade corporate bonds15%
- U.S. government and agency bonds11%
- State and local bonds1%
- Cash6%
How many clients does Harvest Financial Partners have?
Harvest Financial Partners has 147 clients and manages $149 million for them, as of August 2026. They include 98 individual clients and 49 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026
What services does Harvest Financial Partners offer?
Harvest Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Harvest Financial Partners charge?
Harvest Financial Partners charges up to 1.00% a year for its Investment management fee. The fee is billed in arrears and is negotiable.
Source: HARVEST FINANCIAL PARTNERS BROCHURE 2026, filed 13 March 2026
Which custodians does Harvest Financial Partners use?
Harvest Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $144M. 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 August 2026
How many financial advisors does Harvest Financial Partners have?
Harvest Financial Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Harvest Financial Partners invest in?
At the end of its last fiscal year, Harvest Financial Partners’ separately managed accounts held 49% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 15% investment grade corporate bonds, 11% U.S. government and agency bonds, 6% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Harvest Financial Partners?
Harvest Financial Partners’ direct owners are James Wright (50% to 75%) and John Fattibene (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 August 2026
How does Harvest Financial Partners get paid?
Harvest Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Harvest Financial Partners registered with the SEC?
Yes, Harvest Financial Partners has been registered with the SEC as an investment adviser since 24 October 2019. Its CRD number is 146162 and its SEC file number is 801-117513.
Source: Form ADV Part 1A, Item 1, filed 25 August 2026; IAPD firm record
How do I contact Harvest Financial Partners?
Harvest Financial Partners’ main office is at 159 Lancaster Avenue, Suite Three, Paoli, PA 19301-1782. Its phone number is 610-240-4740. Its website is harvestfinancialpartners.com.