{"url":"https://nivawealth.com/firms/harvest-financial-partners-146162","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146162","regulatoryAum":148827083,"crd":"146162","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1441984","suffix":null,"lastName":"FATTIBENE","firstName":"JOHN","middleName":"GREGORY"},{"crd":"2470758","suffix":null,"lastName":"WRIGHT","firstName":"JAMES","middleName":"JOSEPH"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-18","regulatoryAum":88085195,"clients":131,"employees":2,"offices":1},{"filedOn":"2022-03-11","regulatoryAum":105957240,"clients":132,"employees":2,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":109748327,"clients":138,"employees":2,"offices":1},{"filedOn":"2024-03-05","regulatoryAum":124162426,"clients":138,"employees":2,"offices":1},{"filedOn":"2025-03-18","regulatoryAum":131902444,"clients":137,"employees":2,"offices":1},{"filedOn":"2026-08-25","regulatoryAum":148827083,"clients":147,"employees":2,"offices":1}],"secFileNumber":"801-117513","legalName":"Harvest Financial Partners, LLC","displayName":"Harvest Financial Partners","slug":"harvest-financial-partners-146162","website":"https://harvestfinancialpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/146162/d7d1a2dcb2a73a9c-r1.webp","tone":"light","width":790,"height":200,"sourceUrl":"https://harvestfinancialpartners.com/","sourceLabel":"Harvest Financial Partners, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/harvest-financial-partners","founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"159 Lancaster Avenue, Suite Three","city":"Paoli","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19301-1782"},"tradeNames":["Harvest Financial Partners"],"registration":{"secApproved":"24 October 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":949271.3333333334,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":148827083,"discretionary":146387184,"discretionaryAccounts":380,"nonDiscretionary":2439899,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":12},"clientTypes":[{"label":"Individuals (other than HNW)","clients":98,"regulatoryAum":30053960},{"label":"High-net-worth individuals","clients":49,"regulatoryAum":109488926},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":1397252},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":2505788},{"label":"Other","clients":null,"fewerThan5":true,"regulatoryAum":5381157}],"feePrograms":[{"role":"main","program":"Investment management fee","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018692","versionId":1018692,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-13","documentName":"HARVEST FINANCIAL PARTNERS BROCHURE 2026","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Financial planning or consulting is a fixed fee generally from $250 to $4,000, or $350 an hour, depending on scope and professional.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018692","versionId":1018692,"submittedOn":"2026-03-13","documentName":"HARVEST FINANCIAL PARTNERS BROCHURE 2026"},{"role":"other","program":"Retirement plan consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018692","versionId":1018692,"submittedOn":"2026-03-13","documentName":"HARVEST FINANCIAL PARTNERS BROCHURE 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:42:00.830974+00:00","documents":[{"name":"HARVEST FINANCIAL PARTNERS BROCHURE 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018692","versionId":1018692,"submittedOn":"2026-03-13"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":144358816}],"custodyNote":"Harvest Financial Partners does not have custody of client assets.","leadership":[{"name":"John Fattibene","title":"Managing Member / Chief Compliance Officer","crd":"1441984"},{"name":"James Wright","title":"Managing Member","crd":"2470758"}],"ownership":[{"label":"James Wright","detail":"Managing member in the 50% to 75% ownership band and a control person, since March 2008."},{"label":"John Fattibene","detail":"Managing member / chief compliance officer in the 50% to 75% ownership band and a control person, since March 2008."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"159 Lancaster Avenue, Suite Three","city":"Paoli","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-240-4740","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":49},{"label":"U.S. government/agency bonds","percent":11},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":15},{"label":"Securities issued by registered investment companies or business development companies","percent":18},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"25 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146162/PDF/146162.pdf","brochureDate":"13 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018692","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Harvest Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Harvest Financial Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Harvest Financial Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Harvest Financial Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Harvest Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Harvest Financial Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Harvest Financial Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Harvest Financial Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Harvest Financial Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Harvest Financial Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}